Symmetry Partners Review


Symmetry Partners, founded in 2002, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 35 advisors. Symmetry Partners manages $4.38 billion and provides investment advisory services for 16,576 clients (1:474 advisor/client ratio).

Fees vary. Please contact Advisor.

Benefits


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Firm services over 1,000 clients
  • Uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • Been in business only 15 years
  • Firm has a low advisor to client ratio

Managed Investing

Trust Score
86
info_outline

Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Details Fees vary. Please contact Advisor.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $263,996
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $4.38 billion
Advisor / Client Ratio 1:474


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