Michael
Minter
Financial Synergies
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About this Advisor
Michael Minter is a certified financial planner working out of Houston, Texas with 13 years of relevant experience. Minter is on the advisory team at Financial Synergies. They have worked at Financial Synergies for their entire career. Minter is registered to operate in Texas. Financial Synergies is an advisory firm headquartered in Houston, TX. The firm has a total of 17 financial advisors. It controls $1 billion in assets under management between its 764 customer accounts, placing it among the larger firms in the nation by assets under management. The firm advises two charitable organizations. Of its 764 customer accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Financial Synergies performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Financial Synergies likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Synergies Brokerage Details
$1,091,131,744
17
764
$1,428,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Minter Work History
Michael has been registered as a financial advisor for 13 years.*
Financial Synergies Wealth Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Minter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Synergies
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
