SYM Financial Advisors offers comprehensive wealth management, portfolio management, and financial planning services. The firm integrates investment management with continuous financial planning to help clients achieve their financial goals. SYM Financial Advisors builds customized portfolios using top-down asset allocation strategies, equities, fixed income, mutual funds, exchange-traded funds, and alternative investments. Portfolios can be managed on a discretionary or non-discretionary basis, and the firm also offers an automated investment program for eligible clients. SYM Financial Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations.
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.