Michael Schellinger is a registered investment advisor at Synergy Wealth Management LLC, based in Houston, TX, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Synergy Wealth Management's fees for managing your investments range from 0.50% to 2.00% annually, depending on your specific needs and the complexity of the services. These fees are deducted from your account quarterly. Your account may be managed directly by Synergy Wealth Management or through a third-party manager, with fees charged separately. Combined fees charged by Synergy Wealth Management and any third-party manager will never exceed 2.00% annually.
Location
Houston, TX
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Synergy Wealth Management
Previous Registrations
William Joseph Capital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.