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
2911 Turtle Creek Blvd, Suite 300-11A, Dallas, TX, 75219
Get directionsRegulatory History
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
Ryland is an insurance agent for MD Hudack Insurance Services, Inc. This activity takes about 10-20% of his time.