Advisor at SYM Financial Advisors
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Firm
SYM Financial Advisors
Location
Winona Lake, IN 46590
Credentials
CFP®
Industry experience
5 years
Joseph Brown is a CFP® professional with nine years of experience in the financial services industry, currently serving at SYM Financial Advisors since 2017. He previously worked at ProFed Credit Union and has a background as a student from 2011 to 2016. Outside of his advisory role, Brown serves as Treasurer for Northeast Indiana Public Radio, advising on the organization’s financial condition. SYM Financial Advisors offers wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through diversified investment vehicles and customized strategies.
Based on SYM Financial Advisors
Based on SYM Financial Advisors
Financial Planning Projects fees agreed upon per project; 50% due at start, remaining 50% due at completion; advance payment never exceeds $1,200 for work not completed within six months.
$0+: 0.30% to 1.50% for Wealth Management (tiered based on AUM as per client agreement) $0+: Up to 1.25% for Portfolio Management (generally less than or equal to 1.25%) $0+: 0.20% to 0.70% for Qualified Plan Consulting (tiered based on AUM)
Account minimum: $2,500 Minimum fee: Generally no less than $2,500 for Wealth Management clients with emerging wealth; generally no less than $4,000 for Qualified Plan Consulting
801 Park Ave
Winona Lake, IN 46590
Indiana
SYM Financial Advisors
2017 - Present (9 years)
ProFed Credit Union
2015 - 2017 (2 years)
Student
2011 - 2016 (5 years)
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Is active or affiliated with:
Trust company
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Winona Lake, IN
SYM Financial Advisors
CFP®, Series 66
Winona Lake, IN
SYM Financial Advisors
CFP®, ChFC®, Series 66
Winona Lake, IN
SYM Financial Advisors
CFP®, Series 63, Series 66
Winona Lake, IN
SYM Financial Advisors
Series 65
Winona Lake, IN
SYM Financial Advisors
CFP®, Series 65
Winona Lake, IN
SYM Financial Advisors
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