Symmetry Partners Review


Trust Score 86%
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Symmetry Partners, federally registered in 2002, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 35 advisors. Symmetry Partners manages $4 billion and provides investment advisory services for 16,576 clients (1:474 advisor/client ratio).

Fees vary. Please contact Advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 474 clients (industry average 1:50)
  • Firm has been federally registered for only 16 years

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Notes 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 billion
Advisor / Client Ratio 1:474
Headquarters 151 National Drive Glastonbury, CT 06033
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