Symmetric Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Symmetric Advisors, Inc. provides personalized, fee-only asset management and retirement fiduciary advice primarily to individuals, trusts, and estates. The small, registered advisory firm operates with three investment adviser representatives and manages roughly $22.65 million across client accounts on a discretionary basis, using independent custodians for client assets.
The firm organizes portfolios through a set of structured “Prism” grids (Equity, Balanced, Bond, Dividend) and can create non-structured portfolios to fit individual needs, selecting among mutual funds, ETFs, SMAs, options and margin where appropriate. Investment decisions draw on fundamental, technical and cyclical analysis, with account reviews at least annually and allocations tailored to clients’ stated objectives and risk assessments.
Noteworthy distinctions include a recently added Real Assets Prism Grid that targets tangible-asset exposures (for example, precious metals, energy-related instruments and certain crypto-related investments), is described as higher risk with limited availability, and employs separate aggregation and reporting practices. The firm also has an advisor who provides independent tax-preparation services to clients on request (with the firm stating it does not receive compensation for those services), and it does not present a primary focus on high-net-worth clients despite requiring a six-figure account minimum in normal circumstances.
Client services
Expertise
Fee options
All Account Values+: 2.52% Real Assets Prism Grid+: 12%
Account minimum: $100,000 Minimum fee: Minimum fee may be waived or negotiated at SAI's discretion based on criteria such as relationship, asset size, and other factors. Fee-only: Fees are paid directly by clients. No commission-based compensation is accepted.
Main office
13911 Ridgedale Dr, Suite 250
Minnetonka MN 55305
Advisors at this office
3
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Clarence P
CFP®, Series 63
Minnetonka, MN
Symmetric Advisors Inc
Clarence Potter is a CFP® with 12 years of industry experience and has been with Symmetric Advisors, Inc. since 2000. He also operates an individual tax return preparation practice as a sole proprietor. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized asset management and financial planning with a focus on discretionary management through structured and non-structured portfolios.
George J
Series 63
Minnetonka, MN
Symmetric Advisors Inc
George Jacques is a financial advisor at Symmetric Advisors Inc in Minnetonka, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Symmetric Advisors, Inc. since 2000 and has over three decades of involvement with Symmetric Investments, Inc. Jacques also serves as president of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors, Inc. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser serving individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers personalized asset management and financial planning, managing discretionary accounts through structured and non-structured portfolios using fundamental, technical, and cyclical analysis.
David T
Series 63, Series 65
Minnetonka, MN
Symmetric Advisors Inc
David Thompson is a financial advisor at Symmetric Advisors Inc with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Symmetric Advisors since 2000. Outside of his advisory role, he is CEO, CIO, CFO, and Treasurer of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors. Symmetric Advisors provides personalized, fee-only asset management and retirement fiduciary advice primarily to individuals, trusts, and estates. The firm uses a structured investment approach with its “Prism” grids and combines fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk profiles.
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