Financial Synergistics Group, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Financial Synergistics Group is a state-registered investment adviser that offers promoter and referral services to Private Management Group (PMG). They also offer financial planning services. The firm does not provide investment advice or manage client assets, but introduces potential investors to PMG.
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
Location
180 E. Main Street, Suite 206, Tustin, CA, 92780