Assets Under Management
$435.1M
Number of Clients
72
Number of Advisors
1
Average Client AUM
$6.0M
AUM per Advisor
$435.1M
Compensation
Fee-Only (AUM)
Symmetry Capital Advisors LLC is a fee-only RIA offering investment supervisory services. They construct portfolios based on Modern Portfolio Theory, using no-load mutual funds, ETFs, and individual securities. They consult with clients to create an Investment Policy Statement and supervise portfolio performance, requesting client authorization for any changes.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $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 negotiable for accounts over $10 million.
10000 N. Central Expressway, Suite 1275, Dallas, TX, 75231-4177