DC

David Edward Connelly

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
18 advisors
Number of Clients
10,451 clients
Average Client Portfolio
$547K average
Assets Under Management
$5.7B

Fee Structure

Financial Planning:Included in AUM fee

Symmetry charges annual fees based on assets under management, as detailed in the fee schedules. The Axiom Platform fee ranges from 0.35% on the first $500,000 to 0.05% for assets over $20,000,001. For Panoramic Mutual Funds, the fee ranges from 0.15% on the first $250,000 to 0.05% for assets over $2,000,001. The Panoramic PrecisionCore ETF/PrecisionCore Factor Components, ESG/SRI, Alt Axis, and Panoramic Bond Portfolios have a flat fee of 0.15% of assets. SMAs and the U.S. Sector Momentum ETF Portfolio have a flat fee of 0.20% of assets. These fees are for the administration and management of client accounts and are separate from any investment advisory fees. A portion of Symmetry's fee may be paid to the BD/RIA associated with the client.

Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Loading...

Advisor Information

Office location

151 National Drive, Glastonbury, CT, 06033

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Artura Wealth, LLC
August 2025 - Present · 5 mos
Symmetry Partners
December 1997 - Present · 28 yrs 1 mo
Previous Registrations
Apella Wealth
May 2014 - August 2025 · 11 yrs 3 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.
David Edward Connelly - Financial Advisor | AdvisorDiscover