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SYM Financial Advisors

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Total assets under management

$4,879,622,399

More info

Total clients

1,648

44% high-net worth

Total advisors

41

of 74 employees

Firm size

Multi Team

Average clients per advisor

40

Average account size

$2,960,936

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Financial Planning Projects fees are negotiated per project; 50% due at start, 50% at completion; advance payments not to exceed $1,200 for projects > 6 months

Percentage

$0+: .30% - 1.50% for Wealth Management (tiered based on assets) $0+: Up to 1.25% for Portfolio Management (generally less than or equal to 1.25%) $0+: .20% - .70% for Qualified Plan Consulting (tiered based on assets)

Other

Account minimum: Generally no less than $2,500 for Wealth Management clients with emerging wealth; generally no less than $4,000 minimum annual fee for Qualified Plan Consulting clients Minimum fee: Generally no less than $2,500 minimum annual fee for Wealth Management; generally no less than $4,000 minimum annual fee for Qualified Plan Consulting

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

SYM Financial Advisors

801 Park Ave

Winona Lake IN 46590, United States

Number of offices

5

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website 800-888-7968

Advisors at this firm

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Joseph B

CFP®

Fort Wayne, IN

SYM Financial Advisors
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Richard H

Series 65

Winona Lake, IN

SYM Financial Advisors
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Evan S

CFP®, Series 66

Winona Lake, IN

SYM Financial Advisors
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Janae O

CFP®, ChFC®, Series 66

Midland, MI

SYM Financial Advisors
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Michelle H

CFP®, Series 63, Series 66

Fort Wayne, IN

SYM Financial Advisors
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Thomas A

Series 65

Fort Wayne, IN

SYM Financial Advisors
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Octavian S

CFP®, Series 65

Winona Lake, IN

SYM Financial Advisors
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Derek W

CFP®, Series 63, Series 66

Indianapolis, IN

SYM Financial Advisors
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Adam C

CFP®, Series 65

Winona Lake, IN

SYM Financial Advisors
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Logan T

CFP®, Series 66

Fort Wayne, IN

SYM Financial Advisors
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Brian S

CFP®, Series 65, Series 66

Winona Lake, IN

SYM Financial Advisors
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Rodney C

CFP®

Winona Lake, IN

SYM Financial Advisors
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Keith B

CFP®

Winona Lake, IN

SYM Financial Advisors
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Sarah D

CFP®

Winona Lake, IN

SYM Financial Advisors
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Andrew P

CFA®

Fort Wayne, IN

SYM Financial Advisors
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