Performance-Based Fee

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

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty 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.