Symmetry Capital Advisors LLC
Assets Under Management
$435.1M
Number of Clients
72
Number of Advisors
1
Average Client AUM
$6.0M
AUM per Advisor
$435.1M
Compensation
Fee-Only (AUM)
About This Firm
Symmetry Capital Advisors LLC is a fee-only RIA offering investment supervisory services. They construct portfolios based on Modern Portfolio Theory, focusing on asset allocation using no-load mutual funds, ETFs, and individual securities. They consult with clients to create an Investment Policy Statement and assist with brokerage account setup. The firm does not offer financial planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Fees are based on a percentage of assets under supervision and are not tiered. The annual fee ranges from 0.95% to 0.55% depending on the asset level, and is negotiable for assets over $10 million. If assets fall below $1 million, the fee is 1.00% until the value exceeds $1 million for a full calendar quarter. Fees are collected in arrears each quarter. The minimum account size is $1 million, but exceptions may be made.
Areas of Practice
Location
10000 N. Central Expressway, Suite 1275, Dallas, TX, 75231-4177