Financial Synergistics Group is a registered investment advisor that offers promoter and referral services to Private Management Group (PMG), an asset manager. Financial Synergistics Group introduces potential investors to PMG. The firm also offers financial planning services, including life insurance policy reviews, retirement income strategies, long-term care cost analysis, estate planning review, family planning advice, and business planning.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Life insurance policy review (term) — $500
- Life insurance policy review (permanent, initial) — $1,000
- Annual life insurance policy review — $1,000
- Retirement income strategies — $2,500
- Long-term care cost analysis — $1,250
- Estate planning review per family unit (initial plan) — $5,000
- Family planning advice and strategies (initial plan) — $2,500
- Yearly review — $500
- Quarterly benchmarking — $500
- General planning advice yearly retainer — $5,000
- Hourly fee — $500
- Business succession strategies (buy-sell modeling) — $2,500
- Business valuation (basic method) — $5,000
- Keyman and executive benefit planning — $2,500
- Exit strategies — $2,500
- Health benefit and wellness plan review — $1,500
- 401k/pension/profit sharing review — $1,500
- Estate planning setup with Wealth.com - $750 (plus $100 annual subscription if client chooses)
Annual Retainer:$5,000/year
One-Time Plan:$500 - $20,000
Hourly Rate:$500/hr
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