Syrios Wealth Management Group is a registered investment advisor providing personalized wealth and investment management, financial planning, and consulting services to individuals, high-net-worth families, pension plans, non-profits, and businesses. The firm builds customized investment portfolios using stocks, exchange-traded funds, mutual funds, alternative private investments, and third-party managers. Syrios Wealth Management Group develops tailored investment policy statements and offers advisory services on discretionary and non-discretionary bases. In addition to direct portfolio management, the firm provides comprehensive financial planning covering cash flow analysis, risk management, trust and estate planning, charitable giving, education planning, retirement planning, tax planning, and insurance reviews. Syrios Wealth Management Group also offers fiduciary and non-fiduciary consulting services for retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees are based on cumulative household assets under advisement and are generally billed quarterly in advance. Fees may be negotiated at the firm's discretion.