Osborn Wealth Management

Assets Under Management

$85.8M

Number of Clients

139

Number of Advisors

2

Average Client AUM

$618K

AUM per Advisor

$42.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Synergos Financial Group, L.L.C. provides financial advisory services. The firm operates under the names Wealth and Wellness Group and OSBORN Wealth Management. The brochure supplements provide information about advisors Robert Laura and Drummond Osborn.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

912 Michigan Avenue, Laporte, IN, 46350

2 Advisors at this firm

Osborn Wealth Management | TrueAdvisor