Synergy Financial Partners provides investment advice and financial planning to individuals and businesses. They offer discretionary portfolio management, where they make investment decisions for you. They also offer financial planning services, ranging from broad planning to single-subject consultations. They may recommend third-party money managers and LPL model wealth portfolios.
Assets Under Management$280M
Clients497
Advisors5
Avg. per Client$560K
Avg. per Advisor$56M
Fee Structure
Synergy Financial Partners charges an annual fee for managing your investments, ranging from 0.50% to 1.25% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you request. Fees are billed quarterly in advance or monthly in arrears. The fee is negotiable.
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