Financial Symmetry offers comprehensive wealth management, investment management, and financial planning services designed to help clients navigate complex financial situations. The firm creates personalized financial plans covering goal planning, cash flow, debt management, risk management, tax planning, and estate planning. Investment management services feature a disciplined, evidence-based approach using exchange-traded funds and mutual funds, particularly from Dimensional Fund Advisors. Financial Symmetry serves various clients through different service levels, including Wealth Management for holistic needs, Emerging Wealth for clients starting their investment journey, and legacy investment management agreements. Additionally, the firm provides retirement plan advisory services for small business 401(k) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Wealth Management has a minimum annual fee of $4,800. Emerging Wealth starts at 0.85% with no minimum fee. Fees may be negotiable in unusual circumstances.
