Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
387 W 600 N, Lindon, UT, 84042
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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
Tyler is an independent agent with Cairn Advisors since February 2023, offering life insurance, health insurance, and annuities. He provides administrative services, enrollment, and education for MEP 401(k) plans, dedicating about half of his time to this activity.