Walter Stalnaker is a registered investment advisor at Symmetry Capital Advisors LLC, based in Dallas, TX, with 24 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are not tiered; the single applicable rate applies to the entire portfolio. Accounts below $1 million are charged 1.00%. Fees for accounts over $10 million are negotiable.
Fee Estimator
Location
10000 N. Central Expressway, Suite 1275, Dallas, TX, 75231-4177
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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 →Employment History
Current Registrations
Symmetry Capital Advisors LLC
State Registrations1 state
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
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