Financial Symmetry Fees & Minimum

Overview

Headquarters: Raleigh, NC
Total Firm Assets: $1.5 billion
Average High-Net-Worth Client Portfolio Size: $2.6 million

Fee Disclosure

Source: FSI BROCHURE (2026-01-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	0.85%
$1,000,001	$2,000,000	0.70%
$2,000,001	$3,000,000	0.55%
$3,000,001	and above	0.40%

Stated Minimum Annual Fee: $4,800

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$8,500	0.85%
$5 million	$29,000	0.58%
$10 million	$49,000	0.49%
$50 million	$209,000	0.42%
$100 million	$409,000	0.41%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 90.45%
Number of High-Net-Worth Clients: 546
Total Client Accounts: 5,370
Discretionary Accounts: 3,697
Non-Discretionary Accounts: 1,673

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 118443

FSI BROCHURE (2026-01-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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