Kristi Bartholomew is a registered investment advisor at Symmetry Partners, based in Provo, UT, with 7 years of industry experience. Kristi 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $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
Location
Provo, UT
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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 ActivitiesSells Insurance
Kristi owns Velo, LLC, which operates as an insurance agency (A Plus Planning & Insurance, LLC) providing life, health, annuity, and disability insurance. She also owns Velo, LLC, which operates as 401K BELAY, LLC, providing administrative services for MEP 401(k) retirement plans.
Employment History
Current Registrations
Symmetry Partners
Previous Registrations
Iams Wealth Management, LLC
Trek Financial
Ars Investment Advisors, INC.
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.
Exams
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