Logan Timbrook is a CFP-designated registered investment advisor at Sym Financial Advisors, based in Fort Wayne, IN, with 4 years of industry experience. Logan 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
Get directionsHistory
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 →Employment History
Current Registrations
Sym Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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
More Advisors
- Andrew Popenfoose, CFASym Financial Advisors
- Benjamin Streeter, CFPSym Financial Advisors
- Joseph Brown, CFPSym Financial Advisors
- Michelle Hipskind, CFPSym Financial Advisors
- Dennis Dornbier, CFASym Financial Advisors
- Robert Whicker, CFPSym Financial Advisors