Gabriella Tucker is a CFP-designated registered investment advisor at Sym Financial Advisors, based in Winona Lake, IN, with 10 years of industry experience. Gabriella 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
801 Park Ave, Winona Lake, IN, 46590
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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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Gabriella is a member of the Board of Directors for the Baker Youth Club, a charitable organization, since January 2024. She dedicates a few hours per week to attending board meetings.
Employment History
Current Registrations
Sym Financial Advisors
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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