Osborn Wealth Management

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Assets Under Management

$85.8M

Number of Clients

139

Number of Advisors

Average Client AUM

$618K

AUM per Advisor

$42.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

SYNERGOS Financial Group, L.L.C. offers wealth management and financial planning services. The firm operates under the dba Wealth and Wellness Group and OSBORN Wealth Management. They provide advisory services through Robert Laura and Drummond Osborn.

Fee Structure

This brochure supplement provides information about the advisors Robert Laura and Drummond Osborn. It supplements the SYNERGOS Financial Group, L.L.C. brochure. The brochure does not contain any fee information.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Location

912 Michigan Avenue, Laporte, IN, 46350

2 Advisors at this firm

CFP