Austin Burrows is a registered investment advisor at Sym Financial Advisors, based in Franklin, TN, with 1 years of industry experience. Austin 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
3000 Meridian Boulevard, #300, Franklin, TN, 37067
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2007Employment History
Current Registrations
Sym Financial Advisors
Previous Registrations
Stephen Douglas Investment Advisory, INC.
Capital Financial Services, INC.
State Registrations2 states
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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