SYNERGOS Financial Group, operating as OSBORN Wealth Management and Wealth & Wellness Group, provides personalized advisory services to individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans, and other business entities. Services include portfolio management, second opinion services, financial planning, fiduciary services, investment selection advice, and asset allocation. Portfolio management is tailored to client needs and objectives and can be discretionary or non-discretionary.
Assets Under Management$4.1M
Clients13
AdvisorsN/A
Avg. per Client$320K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.