Symmetry Partners
Assets Under Management
$5.7B
Number of Clients
10,451
Number of Advisors
18
Average Client AUM
$547K
AUM per Advisor
$317.7M
Compensation
Fee-Only (AUM)
About This Firm
Symmetry Partners offers investment advisory services based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and individual equities. They provide various portfolios like Symmetry Panoramic, PrecisionCore ETF, and Symmetry Bond Portfolios. Services are offered through BD/RIAs and directly to clients, including financial planning for direct clients.
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
Location
151 National Drive, Glastonbury, CT, 06033