Financial Synergies charges fees based on a percentage of assets under management or a performance-based fee. The firm typically requires a minimum of $1,000,000 in assets for Investment Management Services, but the Financial Synergies Pathway Program has a $500,000 minimum. If the Pathway account balance falls below $500,000, a minimum fee of $395.00 will be paid monthly from an outside account. Financial planning fees range from $3,000 to $10,000 depending on complexity. Fees may be negotiable.