Synchronous Wealth Advisors offers discretionary investment management and personalized financial planning services. The firm builds diversified portfolios using mutual funds, exchange-traded funds, stocks, bonds, certificates of deposit, municipal securities, and real estate investment trusts. In addition, Synchronous Wealth Advisors provides comprehensive financial planning covering retirement, education savings, cash flow management, debt reduction, estate planning, insurance needs, tax planning, and charitable giving strategies. The firm may also recommend independent third-party investment managers to handle portions of a client's portfolio. Synchronous Wealth Advisors primarily serves high-net-worth individuals and does not require a minimum account balance to open or maintain an account.
Fee Structure
Synchronous Wealth Advisors generally charges a recurring flat fee that ranges from $1,000 to $4,000 per quarter (or $4,000 to $16,000 per year) for combined investment management and financial planning. Fees vary based on the nature and complexity of your financial situation, the scope of services, and the amount of money under management. Fees are billed at the end of each calendar quarter and are typically deducted directly from your investment account. There is no minimum account size required to work with the firm.
