$725MM AUM | $5.5MM GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$5,500,000.00
# of Accounts
1,200
Avg Client Age
58
Overview

Financial Synergies Wealth Advisors is an independent RIA located in Houston, Texas. We are looking for acquisition candidates, and possibly advisors looking to join our firm with an existing book of business. We can also provide for succession planning for advisors looking to retire. We provide wealth management services, including comprehensive financial planning and investment management. The firm's revenue is derived entirely from assets under management. Our investment philosophy is rooted in modern portfolio theory (Markowitz), and the dimensions of expected returns (Fama, French). We build globally diversified portfolios using mutual funds and ETFs.

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