Straightforward Pricing. Comprehensive Advice.

We believe understanding what you pay should be just as easy as understanding what we do.

Our advisory fee is based on the amount of assets we manage for you. That fee includes investment management and ongoing financial planning, so you don't have to choose between different service packages or wonder whether calling us with a question will result in another bill.

Our pricing is tiered, meaning the fee decreases as the amount we manage increases.

For example, if we manage $750,000 for you, the first $500,000 is charged at 1.25% and the next $250,000 is charged at 1.10%.

As your portfolio grows, your overall fee percentage gradually decreases.

Managing your investments is important, but we believe good financial advice should go much further.

Your advisory relationship includes:

Portfolio Management

We build, monitor, and adjust your investments around your goals, comfort with risk, and financial plan. As your life changes, we make sure your investment strategy continues to make sense for you.

Financial Planning

We help bring the different pieces of your financial life together. Whether you're preparing for retirement, deciding when to take Social Security, planning your retirement income, or simply wondering if you're on the right track, we're here to help you work through those decisions.

Estate Planning

We help you think through how your assets should ultimately pass to the people and organizations you care about and how those decisions fit with your overall financial plan.

Through our partnership with Wealth.com, our clients also have access to estate planning technology and resources designed to make creating and maintaining an estate plan easier to understand.

Tax Planning

We look for opportunities to make tax-smart financial decisions throughout the year—not just at tax time. When appropriate, we can also coordinate with your CPA or tax professional so everyone helping with your finances is working toward the same goals.

Insurance Planning

We help you understand the financial risks you and your family face and whether your existing insurance coverage continues to make sense. The goal isn't simply to own insurance—it's to have the right protection in the right places.

Sometimes percentages don't tell the whole story.

Here's an example:

If we manage $500,000 for you, your annual advisory fee at 1.25% would be approximately $6,250 per year.

That relationship includes your portfolio management and ongoing financial planning across the areas described above.

There isn't a separate planning fee every time you have a question or need our help making an important financial decision.

Your financial life doesn't fit neatly into separate boxes.

An investment decision can affect your taxes. A retirement decision can affect your estate plan. An insurance decision can affect what your family receives someday.

That's why we believe these conversations belong together.

Instead of charging separately for each area of planning, we provide comprehensive advice as part of an ongoing relationship.

Financial planning isn't something you complete once.

Your career changes. Markets change. Tax laws change. Families change. Eventually, retirement changes the way you use your money altogether.

Our job is to continue helping you navigate those changes while keeping the bigger picture in mind.

Our goal is simple: help you understand where you stand, where you're going, and what decisions can help you get there.

We manage the investments, but our relationship is about much more than your portfolio.

Ready to start a conversation?

Advisory fees and services are subject to the terms of the applicable advisory agreement and disclosure documents. Certain investments, custodial services, or third-party services may involve additional costs. Estate planning technology and services may be provided through third-party providers, including Wealth.com. Sync Wealth Group does not provide legal or tax advice. Clients should consult their attorney or tax professional regarding their individual circumstances.