Financial Synergies Wealth Advisors, Inc. is a registered investment advisor based in Houston, Texas, with an additional office in Tyler, Texas. The firm provides personalized investment management and financial planning services to individuals, high-net-worth families, trusts, and businesses. Using a diversified asset allocation approach, Financial Synergies builds portfolios primarily using no-load mutual funds, exchange-traded funds, individual equities, and bonds. Portfolios are managed on both a discretionary and non-discretionary basis, meaning advisors can make trades on your behalf or consult you first, depending on your preference. In addition to core portfolio management, Financial Synergies offers financial planning covering retirement, estate, tax, charitable giving, and education funding. The firm also provides specialized services such as held-away account management for 401(k)s and variable annuities, and a goals-based program called Pathway for individuals building wealth.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset-based fee ranges from 0.75% to 1.50%. Fees may be negotiable in special circumstances.