Symmetric Advisors Inc

Symmetric Advisors, Inc. is a Minnesota Registered Investment Advisor founded in 2000, offering personalized asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment supervisory services, investment advisory accounts, and financial planning services. They operate as fiduciaries for retirement accounts, ensuring advice is in the client's best interest. Managed assets total approximately $20 million across 144 accounts, with a minimum investment of $100,000. Fees are based on a percentage of assets under management, with annual advisory fees ranging from 1.68% to 1.92%. The firm does not receive commissions or referral fees and does not engage in performance-based fees. Investment strategies include equities, mutual funds, ETFs, and structured portfolios like PRISM Equity Grid and PRISM Balance Grid. The firm's investment approach considers various risks such as interest-rate, market, inflation, and liquidity risks. The firm's employees hold professional certifications, including Certified Financial Planner® (CFP®). The firm maintains a Code of Ethics, provides investment discretion, and does not vote proxies on client securities. Client referrals are a significant source of new business, and the firm upholds strict privacy and information security standards.