Janae O'rourke
Janae O'rourke is a CFP, ChFC-designated registered investment advisor at Sym Financial Advisors, based in Midland, MI, with 7 years of industry experience. Janae 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
414 Townsend St., #202, Midland, MI, 48640
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 →Other Business ActivitiesSells Insurance
Janae is an advisory representative of a Registered Investment Advisor (RIA) and an independent insurance agent for various independent insurance companies, dedicating a few hours per week to each. She is also a financial advisor for Lerner Financial, spending full-time hours there.
Employment History
Current Registrations
Sym Financial Advisors
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
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
More Advisors
- Sarah Delahanty, CFPSym Financial Advisors
- Stephen Lawler, CFPSym Financial Advisors
- Bradley Duling, CFPSym Financial Advisors
- Rodney Coleman, CFPSym Financial Advisors
- Shane Bradley, CFPSym Financial Advisors
- Tyler Snover, CFPSym Financial Advisors