MN

Mark D Nelson

22 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
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Advisor Information

Office location

Hoover, AL

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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.

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Employment History
Current Registrations
Symmetry Partners
January 2005 - Present · 21 yrs
Previous Registrations
Lincoln Financial Advisors Corporation
December 2003 - December 2004 · 1 yr
Veravest Investment Advisors, INC.
May 2003 - December 2003 · 7 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.