Financial Symmetry offers wealth management, emerging wealth, and small business 401(k) advice. Wealth management includes financial planning, investment management, tax planning, and estate planning. Emerging wealth is for clients beginning their wealth journey. Small Business 401(k) Advice provides counsel and guidance to the Plan, while maintaining a fiduciary standard-of-care.
Assets Under Management$1.5B
Clients873
Advisors15
Avg. per Client$1.8M
Avg. per Advisor$100M
www.financialsymmetry.com ·clientcenter.financialsymmetry.com ·directory.libsyn.com/shows/view/id/87939
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,800
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% |
Fees may be negotiable in unusual circumstances. Some clients are under legacy rates different than the current fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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