Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Financial Synergistics Group is a state-registered investment adviser that offers promoter and referral services to Private Management Group (PMG). They also provide financial planning services. The firm does not manage client assets directly but introduces potential investors to PMG.
Financial plans range from $5,000 to $20,000 and are negotiable. Hourly work is billed at $500 per hour. Estate planning setup through Wealth.com is $750, with an optional $100 annual subscription.
180 E. Main Street, Suite 206, Tustin, CA, 92780