SYNERGY FINANCIAL PARTNERS, LLC
Denver, Colorado
Synergy Financial Partners, LLC is a reputable investment advisory firm based out of Denver, CO. With a team of five dedicated professionals, they offer a wide range of financial services to their esteemed clients. The firm boasts an impressive average of approximately $47,680,000 in assets under management per investment advisor, aligning with industry standards. Their compensation structure is flexible and tailored to meet clients' needs, including various options such as a percentage of assets under management, fixed fees, and hourly charges. With over 270 individual clients and a total assets under management of $148,884,000,...
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Assets Under Mgmt

$148.88M

Investment Professionals

5

Locations

1

% 401K & Individual

66%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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