Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Financial Synergistics Group is compensated via a revenue share of asset management fees with PMG. Referred investors do not pay fees directly to Financial Synergistics Group for promoter services. Financial planning fees range from $5,000 to $20,000 and are negotiable. Hourly work is billed separately at $500 per hour. Estate planning setup through Wealth.com is $750, with an optional $100 annual subscription.
Areas of Practice
Advisor Information
Office location
180 E. Main St., Ste 206, Tustin, CA, 92780
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns Rite Properties, LLC and Rite Island Properties, LLC, both real estate investments, but his spouse handles the management. He is also the President and owner of MD Hudack Insurance Service, Inc. selling life insurance (full-time) and Financial Synergisitics Group, Inc. (about a quarter of his time) for insurance and business consulting.