Advisor at SYM Financial Advisors
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Firm
SYM Financial Advisors
Location
Winona Lake, IN 46590
Credentials
CFP®
Industry experience
1 year
Keith Beers is a CFP® at SYM Financial Advisors with one year of industry experience. He has served in various roles within the United States Marine Corps since 2015 and currently holds the rank of Major and works as an AH-1Z pilot in the Marine Corps Reserves. Prior to joining SYM Financial Advisors, he worked at Greencastle Consulting and Johnson & Johnson. SYM Financial Advisors provides 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 strategy implemented through diversified investment vehicles and customized portfolios.
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
2022 - Present (4 years)
Greencastle Consulting
2022 - 2022 (1 year)
United States Marine Corps Forces Reserve
2020 - Present (6 years)
Johnson & Johnson
2020 - 2022 (2 years)
United States Marine Corps
2018 - 2020 (2 years)
United States Marine Corps
2017 - 2018 (1 year)
United States Marine Corps
2017 - 2017 (1 year)
United States Marine Corps
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®
Winona Lake, IN
SYM Financial Advisors
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
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