Synchronous Wealth Advisors LLC

Item 5: Fees and Compensation
  A.​ In consideration of its investment management and/or financial planning services, Adviser
      generally charges a flat fee. In limited circumstances, Adviser may also agree to render financial
      planning services on an hourly basis for an hourly fee.​

  B.​ The recurring flat fee for investment management and/or financial planning services generally
      ranges from $1,000 to $4,000 per quarter and is charged at the end of each calendar quarter.
      Adviser typically provides both investment management and financial planning as part of a
      unified service, but may alternatively agree to provide either investment management or financial
      planning on a standalone basis. ​
      ​
      The fee for one-time financial planning services generally ranges from $2,000 to $6,000, half of
      which is due upon initial engagement with the balance due upon delivery of the financial plan or
      financial planning recommendations at the end of the engagement. To the extent Adviser agrees
      to render financial planning on an hourly basis, the hourly fee generally ranges from $200 to $400
      per hour and is charged monthly in arrears.​

  C.​ Flat fee amounts and hourly fee rates will vary based on the nature and complexity of the client’s
      financial situation, the scope of services to be rendered, the investment mandate(s) required, the
      assets the client has designated to be under our management, advisement, and/or supervision,
      and other factors that Adviser deems relevant. The particular fee amount / rate will be set forth in
      the advisory agreement signed by the client. Investment management fees are prorated from the
      date of engagement through the date of termination. Since Adviser does not charge any fees in
      advance, there will not be any need to issue a prorated refund of advisory fees upon termination;
      instead, Adviser shall charge a prorated amount of its advisory fees in consideration of the period
      of time before termination.​
      ​
      Investment management fees are generally deducted from one or more of the client’s account(s)
      designated to be under Adviser’s management, advisement, and/or supervision at the custodian,
      but may also be payable electronically via ACH or credit card through a third-party payment
      processor when mutually agreed upon by Adviser and the client. Financial planning fees are
      generally payable electronically via ACH or credit card through a third-party payment processor

      Fees are negotiable, and each client’s specific fee schedule is included as part of the advisory
      agreement signed by Adviser and the client.​

  D.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
      Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Depending on the specific investment products held in a client’s
      account and the services provided, a client may also incur additional fees and costs charged by
      other independent and unaffiliated third-parties. Such additional fees and costs may include, but
      are not necessarily limited to, the internal fees and costs of an investment product (like a mutual
      fund or exchange traded fund), margin interest, account or asset transfer fees, subadvisory or
      third-party investment manager fees, account type fees, early redemption charges, market-maker
      or bid-ask spreads, retirement plan fees, trade-away or prime brokerage fees, fees for receiving
      paper copies of documents in lieu of electronically-delivered documents, and other fees and taxes
      on brokerage accounts and securities transactions. The Third-Party Advisers retained by Adviser
      generally charge a separate asset-based management fee that ranges from 0.40% to 2.00% that
      is payable by clients and is in addition to the fees payable to Adviser. These additional charges
      are separate and apart from the fees charged by Adviser. Lower fees for comparable services
      may be available from other sources.

  E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
      or other investment products.

                                       Date of Brochure: May 04, 2026

Item 7: Types of Clients
Adviser generally provides its services to high-net-worth individuals. Adviser does not require a minimum
account value to open or maintain an account. Please note that the Third-Party Advisers retained by
Adviser may separately impose minimum account value requirements.

                                        Date of Brochure: May 04, 2026