PB
CFP
PB
CFP

Paul Bandurski

26 Years of Experience
Pinellas Park, FL

Paul Bandurski is a CFP-designated registered investment advisor at Symmetry Partners, based in Pinellas Park, FL, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,909 clients with $4.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
Number of Clients
8,909 clients
Average Client Portfolio
$531K average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Standard direct client fee schedule. Alternative fee schedules apply for specific remote offices, retirement programs, and institutional accounts. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Pinellas Park, FL

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Symmetry Partners
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2024 · 6 yrs 2 mos
Strategic Advisers LLC
June 2012 - July 2018 · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
May 2012 - September 2024 · 12 yrs 4 mos
Thrivent Investment Management INC.
January 2008 - May 2012 · 4 yrs 4 mos
Thrivent Investment Management INC.
May 2007 - December 2007 · 7 mos
Thrivent Investment Management INC.Broker
April 2007 - May 2012 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
May 2000 - March 2007 · 6 yrs 10 mos
Ameriprise Financial Services, INC.Broker
May 2000 - March 2007 · 6 yrs 10 mos
Ids Life Insurance CompanyBroker
May 2000 - July 2006 · 6 yrs 2 mos
State Registrations3 states
CTFLPA
Advisor

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.

Exams
No exam information available for this advisor.