FinSyn Insights

Weekly insights on the markets, economy, and financial planning

Performance-Based Fee

Our clients are given options when it comes to paying us for the management of their portfolio.

The asset-based fee, the most commonly used arrangement, is simply based on a percentage of the total portfolio value.  The performance-based fee is based on the performance of the account, along with a small administration fee.  Please view the video above to learn more.

Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm located in Houston, Texas. For more than thirty-five years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to Simplify Your Financial Life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

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