Synergos Advisory manages investment portfolios based on individual client needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Synergos Advisory uses Betterment for Advisors and Charles Schwab as custodial and portfolio implementation solutions.
Fee Structure
Synergos Advisory offers ongoing financial planning for a fixed monthly fee, ranging from $250 to $1000, billed in arrears. This service includes developing and implementing a financial plan, monitoring its progress, recommending changes, and ensuring it remains up-to-date. The plan covers areas like net worth, cash flow, insurance, retirement, and estate planning. Clients receive a written or electronic report and annual reviews.