Financial Synergies
Assets Under Management
$1.6B
Number of Clients
879
Number of Advisors
16
Average Client AUM
$1.8M
AUM per Advisor
$97.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Synergies Wealth Advisors, Inc. provides investment management services using a diversified asset allocation approach. They also offer Pathway®, a financial goals-based investment program. Financial planning services are available to individuals and families, covering investment, retirement, estate, charitable, education, and tax planning. They manage both discretionary and non-discretionary accounts.
Fee Structure
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.
Areas of Practice
Location
4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027