Advisor at SYM Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SYM Financial Advisors
Location
Winona Lake, IN 46590
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
Michelle Hipskind is a CFP® professional with 22 years of industry experience, currently serving at SYM Financial Advisors since 2016. Prior to that, she worked at Comprehensive Asset Management & Servicing, Inc. and Shelton Financial Group. She is a member of the board of directors for Humane Fort Wayne, a charitable organization. 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 using a top-down, tactical asset allocation approach implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party platforms.
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
2016 - Present (10 years)
Comprehensive Asset Management & Servicing, Inc.
2013 - 2016 (3 years)
Shelton Financial Group
2013 - 2016 (3 years)
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Is active or affiliated with:
Trust company
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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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
Series 65
Winona Lake, IN
SYM Financial Advisors
CFP®, Series 65
Winona Lake, IN
SYM Financial Advisors
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