FinSym Partners offers comprehensive wealth management, including investment advice and financial planning. They create customized investment portfolios based on a client's risk tolerance, return expectations, and time horizon. Financial planning services include a review of assets, liabilities, goals, investment accounts, tax planning, retirement plans, insurance policies, estate planning, and education planning. FinSym Partners typically has the authority to make trades without asking first.
Assets Under Management$190M
Clients90
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable. For defined benefit or retirement plan assets not held by their recommended independent custodian, they charge 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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