Symmetry Partners is a registered investment advisor located in Glastonbury, Connecticut, managing billions in assets. The firm specializes in academic research-backed investment strategies, utilizing Modern Portfolio Theory and quantitative analysis to build globally diversified model portfolios. Symmetry offers equity, fixed income, and alternative investment strategies primarily through open-end mutual funds, exchange-traded funds, and separately managed accounts. While the firm primarily works with clients referred through independent financial advisors and registered representatives, it also serves direct individual clients, retirement plans, and institutional investors. Symmetry provides comprehensive financial planning services to direct clients as part of an bundled service agreement, covering personal goals, tax and cash flow planning, retirement, and investment analysis. Additionally, Symmetry offers specialized platform services, tax transition services, and proprietary mutual funds and exchange-traded funds.
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.