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Updated September 28, 2026. Quick answer: $100,000 for the Advisor Directed Program. Synovus Securities’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Synovus Securities’ own published fee schedule works out to $1,540 a year.
Account minimums at comparable advisory firms: Balentine Minimum Investment (2026) and Ballentine Partners Minimum Investment (2026).
More on this firm: Is Synovus Securities a Fiduciary? What Its Own Form CRS Says (2026).
The minimum, in the firm’s own words
“SSI only accepts accounts that have a minimum asset value of $100,000. However, accounts with a lesser value may be accepted at SSI’s discretion.”
On waivability: “SSI, in its sole discretion, may waive the minimum asset size for any of its investment Programs.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| the Advisor Directed Program | $100,000 | $1,540 | Yes, at the firm’s discretion |
| Source: Synovus Securities, Inc. Disclosure Brochure, January 28, 2026 | |||
Synovus Securities’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,850 |
| $500,000 | $7,700 |
| $1,000,000 | $14,900 |
| $2,000,000 | $28,300 |
What else to know
Synovus offers several other directly-sponsored programs with lower minimums (its Foundations Program starts at $15,000; Strategic and Tactical Allocation Programs at $50,000), each priced on a different fee schedule than the Advisor Directed Program figures above.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Synovus Securities’ own published fee schedule runs $7,700 a year; see the full dollar breakdown from Synovus Securities’ own fee disclosure across several account sizes. Read our full review of Synovus Securities before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Synovus Securities, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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 Investment Adviser Public Disclosure, Synovus Securities, Inc. (CRD #14023): https://adviserinfo.sec.gov/firm/summary/14023
- Synovus Securities, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/14023/PDF/14023.pdf
Methodology. This page was built September 28, 2026, quoting directly from Synovus Securities’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.