How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance to clients.
- Customizes solutions to meet individual client needs.
- Focuses on maximizing financial outcomes for clients.
Facts and Insights
Synergy Divorce Solutions is a financial firm that specializes in helping clients navigate the complexities of divorce. With a team of experienced advisors, Synergy provides personalized financial solutions to help clients achieve their desired outcomes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
- Divorce financial planning
- Asset valuation and division
- Retirement planning
- Investment management
- Tax planning
Client Types
- Individuals going through divorce
- Couples considering divorce
- Divorce attorneys seeking financial expertise for their clients
Fees & Compensation
Synergy Divorce Solutions offers fee-based services, meaning they charge a percentage of a client’s assets under management. This incentivizes the firm to work towards maximizing their clients’ financial outcomes, as they will earn more if the client’s assets increase in value.
Background
The team at Synergy Divorce Solutions is made up of highly qualified financial experts with specialized knowledge in divorce financial planning. They have a deep understanding of the financial implications of divorce and help clients navigate these complexities with ease.
Financial Advisor Disclosures to Know
- Synergy Divorce Solutions is a registered investment advisor.
- They have a fiduciary duty to act in the best interest of their clients.
- They do not receive any commissions or compensation from third-party products, ensuring unbiased advice.
- The firm has no reported regulatory disclosures.