Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Synovus Securities is registered with the SEC as an investment adviser (CRD #14023, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $7,700 a year under its published fee schedule. Already a client and thinking about leaving? Budget $100 for a standard outgoing transfer, or $125 to close an IRA, per Synovus’s own published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Synovus Securities at a glance
| Fact | What Synovus Securities’ own pages say |
|---|---|
| Legal entity | Synovus Securities, Inc. |
| Registration | Synovus Securities, Inc. is registered with the SEC as an investment adviser (CRD #14023, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $7,700 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Synovus Securities |
| Cost to leave (exit fee) | $100 for a standard outgoing transfer, or $125 to close an IRA, per Synovus’s own published fee schedule |
What Synovus Securities’ own fee schedule charges
The roster candidate for this slot was Synovus Trust Company, N.A. (d/b/a Globalt Investments), CRD 168405. Its SEC investment-adviser registration was Terminated effective 12/11/2023 after Globalt Investments separated from Synovus in October 2023 to become an independent firm. Synovus’s own current, ACTIVE SEC-registered investment-advisory entity is Synovus Securities, Inc. (CRD 14023), whose own Advisor Directed Program is priced here because it is managed directly by Synovus Securities without a variable third-party subadviser fee; Synovus Securities’ other Strategist/SMA programs layer an additional 0.13%-1.02% subadviser fee that varies by which subadviser is chosen and so are not priced here to avoid guessing.
“SYNOVUS INVESTMENT STRATEGIES-ADVISOR DIRECTED PROGRAM. Asset Range / Amount paid to SSI / Amount paid to Envestnet: first $500,000 1.46% / 0.08%; next $500,000 1.36% / 0.08%; next $1,000,000 1.26% / 0.08%; Amount over $2,000,000 1.16% / 0.08%. Account Minimum $100,000. In addition to the amount paid to SSI for advisory services, clients also pay to SSI the portfolio construction fee which is reflected in the column titled Amount paid to SSI… the portion of a client’s total fee paid to, and retained by SSI, is more than other Strategist programs since SSI does not have to pay a portion of the client fees to another subadviser.”
Synovus Securities’ Advisor Directed Program combines a marginal SSI advisory rate (1.46%/1.36%/1.26%/1.16% across the four brackets) with a flat 0.08% Envestnet platform fee, for combined marginal rates of 1.54%/1.44%/1.34%/1.24%; dollar_at is the marginal-bracket sum at each of the four balances (e.g. $1,000,000 = 500,000 x 0.0154 + 500,000 x 0.0144 = 7,700 + 7,200 = 14,900). The Program’s own stated $100,000 account minimum is an eligibility threshold, not a fee floor, so no minimum-fee adjustment applies.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,850 |
| $500,000 | $7,700 |
| $1,000,000 | $14,900 |
| $2,000,000 | $28,300 |
See the full breakdown, including how the figure is calculated, on Synovus Securities’ own fee page.
Registration
Synovus Securities, Inc. is registered with the SEC as an investment adviser (CRD #14023, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Synovus Securities.
What it costs to leave
Synovus Securities, Inc.’s Form ADV Part 2A lets either party terminate immediately on written notice, without penalty, with any prepaid Program Fee refunded pro-rata. Synovus requires all client accounts to be custodied at National Financial Services, LLC (‘NFS’), a Fidelity-affiliated but legally distinct clearing entity; Synovus’s own published fee schedule states a $100 outgoing account transfer fee, plus a separate $125 IRA termination fee.
Full mechanics and sources: how to leave Synovus Securities.
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- Synovus Securities, Inc. Disclosure Brochure (January 28, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004545
- SEC IAPD firm summary (CRD #14023, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/14023
Methodology. This page was built September 28, 2026, drawing directly on Synovus Securities’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Synovus Securities; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Synovus Securities’ own Form ADV Part 2A and Form CRS. We have not used Synovus Securities as a client. Synovus Securities did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Synovus Securities’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Synovus Securities against other options? See Synovus Securities alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.