CPA Synced Financial provides investment management based on your goals and risk tolerance. They may create an investment policy statement for you. They can manage investments with or without your permission for each trade. CPA Synced Financial also offers financial planning services, with fees depending on your needs and the complexity of your situation. They may recommend a third-party money manager. CPA Synced Financial has a co-advisory agreement with Geo Wealth Management.
Fee Structure
CPA Synced Financial charges a fee based on the total value of your investments, ranging from 0.25% to 0.8% per year. The exact fee depends on the complexity of your situation, the amount of assets managed, and any other financial planning fees you're paying. Fees are negotiable.