Symmetry Capital Advisors LLC is a registered investment advisor based in Dallas, Texas, providing investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Founded in 2002 and owned by David Stalnaker, Symmetry Capital Advisors focuses on investment management based on Modern Portfolio Theory, which emphasizes asset allocation over market timing or security selection. The firm constructs diversified portfolios using no-load mutual funds, exchange-traded funds, individual securities, and fixed-income instruments. Symmetry Capital Advisors does not exercise trading authority without client approval, requiring clients to authorize purchases and sales. The firm does not offer financial planning, legal, or accounting services. Portfolios are reviewed daily for errors and quarterly for performance against benchmarks.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are not tiered; the single applicable rate applies to the entire portfolio. Accounts below $1 million are charged 1.00%. Fees for accounts over $10 million are negotiable.