Keith Beers is a CFP-designated registered investment advisor at Sym Financial Advisors, based in Winona Lake, IN, with 1 years of industry experience. Keith 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
801 Park Ave, Winona Lake, IN, 46590
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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
Keith is a Major and AH-1Z pilot in the United States Marine Corps Reserves since 2021, planning and executing training operations. This takes about 10-20% of his time.
Employment History
Current Registrations
Sym Financial Advisors
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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