Financial Synergies Wealth Advisors manages investment portfolios using a diversified approach, tailoring portfolios to client goals. They offer both discretionary and non-discretionary management. They also provide financial planning services covering investment, retirement, estate, charitable, education, and tax planning. Financial Synergies also offers a program called Pathway for those in the early stages of building wealth.
Fee Structure
Financial Synergies charges a fee based on a percentage of the value of your investments each year. This fee typically ranges from 0.75% to 1.50%. For clients using the Envestnet platform, there's an additional platform fee ranging from 0.02% to 0.04% depending on the amount invested. There are also overlay service fees for tax and impact services. They also offer a performance-based fee arrangement for certain clients.