Robert Whicker is a CFP-designated registered investment advisor at Sym Financial Advisors, based in Fort Wayne, IN, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,959 clients with $5.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees generally range from 0.30% to 1.50% for wealth management and up to 1.25% for portfolio management. Fees are tiered based on assets under management and are subject to a minimum annual fee generally no less than $2,500.
Fee Estimator
Location
7030 Pointe Inverness Way, Suite 100, Fort Wayne, IN, 46804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert serves on the board of directors for multiple civic and charitable foundations, including Wells County EMS Foundation, Huntington County Foundation, Fort Wayne Museum of Art, and The Wells County Foundation, Inc. These activities involve attending meetings and advising on grants, taking minimal time overall.
Employment History
Current Registrations
Sym Financial Advisors
Previous Registrations
Galecki Financial Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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