Advisor at SYM Financial Advisors
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Firm
SYM Financial Advisors
Location
Fort Wayne, IN 46804
Credentials
CFP®, Series 66
Industry experience
4 years
Logan Timbrook is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with SYM Financial Advisors in Fort Wayne, IN, and has previously worked at Wealth Advisors Group, Strategic Benefit Consultants, Inc., LPL Financial LLC, Dulin, Ward, and DeWald, Inc., and Indiana University–Purdue University Fort Wayne. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets and employs a top-down, tactical asset allocation process overseen by an investment committee.
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
7030 Pointe Inverness Way, Suite 100
Fort Wayne, IN 46804
Indiana
SYM Financial Advisors
2022 - Present (4 years)
Wealth Advisors Group
2018 - 2022 (4 years)
Strategic Benefit Consultants, Inc
2017 - 2018 (1 year)
LPL Financial LLC
2016 - 2018 (2 years)
Indiana University - Purdue University Fort Wayne
2013 - 2017 (4 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
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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®, Series 63
Fort Wayne, IN
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Wise Wealth Management
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