Shane Bradley is a CFP-designated registered investment advisor at Sym Financial Advisors, based in Midland, MI, with 4 years of industry experience. Shane 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.
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Shane serves on the finance committee for Midland Evangelical Free Church, a religious organization, recommending finance and budget items and providing financial advice. This requires minimal time commitment.
Employment History
Current Registrations
Sym Financial Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.