Synchronous Wealth Advisors offers investment management and financial planning services to clients. Investment management involves making investment decisions based on a client's financial situation, goals, and risk tolerance. Financial planning covers topics like retirement, education savings, and estate planning. The firm may also recommend third-party investment advisors. Clients are not obligated to act on the firm's recommendations.
Fee Structure
Synchronous Wealth Advisors typically charges a flat quarterly fee ranging from $1,000 to $4,000 for both investment management and financial planning services. The firm may also provide investment management on a standalone basis. Fees are negotiable and depend on the complexity of the client's situation and the scope of services.
