SYM Financial Advisors provides investment advice and financial planning to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. SYM offers wealth management (investment management and financial planning), financial planning (comprehensive or project-based), and portfolio management services. SYM also provides qualified plan consulting services to retirement plans.
Fee Structure
SYM Financial Advisors offers investment management services where fees are calculated as a percentage of the value of your portfolio. The annual fee generally ranges from 0.30% to 1.50%. There is a minimum annual fee that is generally no less than $2,500 for clients with emerging wealth. SYM also offers an automated investment program.