KB

Kristi Bartholomew

6 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

18881 West Dodge Road, Suite 180E, Omaha, NE, 68022

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 →
Other Business ActivitiesSells Insurance

Kristi owns Velo, LLC, which operates as an insurance agency (A Plus Planning & Insurance, LLC) providing life, health, annuity, and disability insurance. She also owns Velo, LLC, which operates as 401K BELAY, LLC, providing administrative services for MEP 401(k) retirement plans.

Employment History
Current Registrations
Symmetry Partners
October 2025 - Present · 3 mos
Previous Registrations
Iams Wealth Management, LLC
January 2023 - July 2025 · 2 yrs 6 mos
Trek Financial
June 2020 - January 2023 · 2 yrs 7 mos
Ars Investment Advisors, INC.
July 2018 - October 2019 · 1 yr 3 mos
State Registrations2 states
CTUT
Advisor
Exams
No exam information available for this advisor.