Symmetric Advisors, Inc. offers personalized asset management and financial planning services. They work with individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Symmetric Advisors manages investments on a discretionary basis, meaning they make investment decisions for you. They also offer financial planning services, including help with budgeting, tax planning, retirement, and estate planning. The firm is compensated solely by fees paid by clients.
Assets Under Management$20M
Clients83
Advisors3
Avg. per Client$240K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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