Clarence Potter is a CFP-designated registered investment advisor at Symmetric Advisors INC, based in Minnetonka, MN, with 12 years of industry experience. Clarence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.92% |
| $2.0M - $5.0M | 1.68% |
| $5M+ | 1.68% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Location
13911 Ridgedale Dr, Suite 250, Minnetonka, MN, 55305
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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.
Learn about disclosures →Other Business Activities
Clarence operates a tax preparation business as a sole proprietor since 1982. This takes about half of Clarence's time during March and April.
Employment History
Current Registrations
Symmetric Advisors INC
State Registrations1 state
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