Synergos Advisory's Flat-Fee
Ongoing Financial Planning
Base Planning Fee
$250 per month
+
Add On Option
Tax Planning with CPA
$75 per month
+
Add On Option
Tax Preparation by CPA
$75 per month
+
Add On Option
Estate Planning*
Includes will, trust, power of attorney and
advance health care directive
$100 per month
Total Flat Fee: $250 to $500 per month
Fees include investment management