Symmetry Partners Fees & Minimum

Overview

Headquarters: Glastonbury, CT
Total Firm Assets: $4.7 billion
Average High-Net-Worth Client Portfolio Size: $1.6 million
Stated Minimum Account Size: $5,000

Fee Disclosure

Source: SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (2026-09-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,500,000	1.00%
$2,500,001	$5,000,000	0.75%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$43,750	0.88%
$10 million	$68,750	0.69%
$50 million	$268,750	0.54%
$100 million	$518,750	0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 23.07%
Number of High-Net-Worth Clients: 675
Total Client Accounts: 11,419
Discretionary Accounts: 11,419

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 120982

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (2026-09-29) (fee schedule source) · View brochure text

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

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