![]() ![]() Alternatively, they may implement fixed fees for other investment solutions. For instance, the company may charge a percentage of assets under management (AUM) for portfolio management services. When it comes to fee structures, SYNERGY FINANCIAL PARTNERS offers different options depending on the service provided. The highly skilled financial professionals at SYNERGY FINANCIAL PARTNERS strive to provide customized and comprehensive investment solutions to meet the specific needs of each client. In addition, the company services other types of corporations not specifically listed. SYNERGY FINANCIAL PARTNERS, LLC serves a diverse range of clients, including individuals and high net worth individuals. Their customized financial planning and portfolio management services offer a comprehensive solution for clients' financial planning needs. Overall, Synergy Financial Partners stands out as a trustworthy and experienced investment advisory firm that provides fee-only services aimed at helping individuals and small businesses reach their financial goals. Their team of professionals efficiently manages portfolios that cater to the return, risk, and liquidity requirements of their clients. They use a variety of investment vehicles, such as exchange-traded funds, mutual funds, and individual stocks and bonds, to build diversified portfolios that align with their clients' unique situations. ![]() When it comes to investments, Synergy Financial Partners takes a strategic approach based on individual client needs and goals. Synergy Financial Partners also offers portfolio management services, where they manage investment portfolios on behalf of their clients. They work with their clients to create customized financial plans that include detailed analyses of their current financial situation, risk tolerance, and long-term financial objectives. The firm offers financial planning services to help individuals and small businesses reach their financial goals. Synergy Financial Partners operates on a Fee Only fee arrangement, meaning they charge their clients for their services without receiving any commissions or kickbacks from the sale of financial products. The firm is based in Denver, CO and has been in business since 2019. Synergy Financial Partners, LLC is a registered investment advisory firm that provides investment advice only.
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