Rodney Coleman is a CFP-designated registered investment advisor at Sym Financial Advisors, based in Midland, MI, with 24 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,801 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
414 Townsend Street, Suite 202, Midland, MI, 48640
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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.
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Rodney is involved with several charitable organizations, including the Midland Area Community Foundation, Strosacker Foundation, Midland Kid's First, and MyMichigan Medical Center. He serves on investment committees and boards of directors, dedicating minimal time to each.
Employment History
Current Registrations
Sym Financial Advisors
State Registrations3 states
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