Assets Under Management
$274.3M
Number of Clients
115
Number of Advisors
3
Average Client AUM
$2.4M
AUM per Advisor
$91.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Synergy Financial Group offers comprehensive financial planning and discretionary investment management services. Advice includes financial goal determination, issue identification, investment management, tax and estate planning, insurance review, education funding, retirement planning, and cash flow management. They may utilize third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable.
CA, United States