Jonathan Slocum is a CFP-designated registered investment advisor at Sym Financial Advisors, based in Mishawaka, IN, with 11 years of industry experience. Jonathan 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
4215 Edison Lakes Parkway, Suite 320, Mishawaka, IN, 46545
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sym Financial Advisors
State Registrations1 state
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