“One of our proudest metrics is client satisfaction,” says Ackmann, “and in our 2016 survey, SYM’s overall client satisfaction ranked at 98%. This unbiased approach is not necessarily the norm in the finance world-a distinction which Ackmann says sets his firm apart. Our only source of compensation is the fee you pay us, which ensures that you get objective advice and our very best efforts in your finances.” We receive no commissions from any investment, insurance vehicle or other financial product we recommend to you. In contrast, commission-based financial providers may receive compensation from product sales such as insurance and investment products, which could influence their recommendations to clients.īeyond the legal definition, Ackmann explains fiduciary in simple terms. In fact, as fiduciaries, they are required by law to always act in the best interest of clients. Much more than an industry acronym, RIAs do not receive commissions of any kind. Not surprisingly, this corporate structure change was motivated by the owners’ desire to build personal and professional integrity into their business model. Originally a financial advisory and insurance firm, the company transitioned in the 1990s to serve clients as an independent, fee-based Registered Investment Advisory firm. Like most organizations, SYM’s structure has evolved over the years. One of the driving forces for SYM’s ownership team is maintaining the core values on which the firm was founded and high among those values is integrity, evidenced by SYM’s Registered Investment Advisor (RIA) status. SYM’s services include full-service wealth management, portfolio management and retirement plan management for business owners, corporate executives, health care professionals and professionals and retirees in other fields. Over the years, its team has grown to include 45 professionals, most with advanced degrees and industry designations. Nearly 50 years after its founding, SYM Financial Advisors manages more than $2 billion in client assets, maintains five office locations and does business in 39 states. Fast-forward to today and SYM’s third generation includes ten owners, all of whom actively work within the company. In 2006, the firm transferred ownership to a group of five. Instead, they wanted to make it employee owned, so that people would be more encouraged to chart their own course.”Īnd that’s exactly what happened. “They didn’t want the firm to be a closely held family business. “The first and second generation of owners had the foresight to review the industry landscape,” Ackmann says. SYM Vice President and co-owner Thomas Ackmann provides some context about this point of difference. Please ask if you need more information.Now in its third generation of employee-owners, SYM’s unique leadership model enriches the workplace dynamic as well as the client experience. We may receive commission from the lender that does not affect the amount you pay under your credit agreement. MotoGB Limited is authorised and regulated by the Financial Conduct Authority (FCA 661247) and acts as a credit broker and not a lender. Excess Mileage charges may apply along with other terms and conditions, which will beĬontained within the finance agreement. On a PCP product you do not have to pay the Final Payment ONLY if you return the vehicle at theĮnd of the agreement, you have paid all other amounts due, the vehicle is in good condition and has been serviced inĪccordance with the service book. Finance is only available to UK residents aged 18 or over, subject to status.TermsĪnd Conditions apply. Authorised and regulated by the Financial Conduct Authority. Registered Office: One Central Square, Cardiff, Registered in Wales under Company No 11556144. This is not a commitment to lendĪnd applications are subject to an underwriting decision. APR %.įinance is provided by Motonovo Finance, One Central Square, Cardiff, CF10 1FS. Actual rate will be adjusted to include the deferred final payment.
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