Metric Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Metric Financial serves individual and high-net-worth clients as well as select charitable organizations, family offices, foundations, and endowments, providing investment management, financial planning, comprehensive ongoing planning, and group educational seminars or speaking engagements. The firm reports discretionary portfolio management and financial planning services tailored to each client’s investment policy and objectives.
Investment approach centers on passive investment management, building diversified portfolios using index mutual funds and ETFs and implementing asset allocation targets through discretionary management and periodic reviews. Clients receive individualized investment policy statements, ongoing monitoring of comprehensive plans, and quarterly account reviews tied to stated objectives and risk tolerance.
Metric is notable for operating with roughly $97 million in discretionary AUM while serving a relatively large number of clients from a small advisory team, yielding a higher-than-typical client-to-advisor ratio. The firm also regularly offers educational seminars and speaking engagements (including pro bono presentations at times) and provides a subscription-style comprehensive planning relationship with ongoing monitoring, features that are less common among peers of similar size.
Client services
Expertise
Fee options
$1 - $500,000: 0.75% $500,001 - $2,000,000: 0.50% $2,000,001 - $5,000,000: 0.25% $5,000,001 - $10,000,000: 0.15% $10,000,001+: 0.10%
Comprehensive Financial Planning ongoing monthly fees from $100 to $500
Account minimum: $5,000 Fee-only: Comprehensive Financial Planning upfront fee of $1,500 plus ongoing monthly fees ranging from $100 to $500 depending on complexity
Main office
945 Hopmeadow Street
Simbury CT 06070
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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