Symmetry Capital Advisors is a registered investment advisory firm providing investment supervisory services. The firm's approach is based on Modern Portfolio Theory, focusing on asset allocation rather than security selection or market timing. Symmetry consults with clients to create an Investment Policy Statement and constructs portfolios using no-load mutual funds, individual securities, exchange traded funds, fixed income instruments, and cash equivalents. The firm monitors portfolio performance and recommends changes as needed, requesting client authorization for any transactions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable for accounts over $10 million. If the value of assets under supervision falls below $1 million, the annual fee shall be 1.00% per year until the value exceeds $1 million for a full calendar quarter.