A complete list of active advisors currently associated with Symmetric Advisors Inc

Warmer can help you find a great advisor at Symmetric Advisors Inc or one who fits your needs even better.

Symmetric Advisors, Inc. is a Minnesota-registered investment adviser founded in 2000 with three Investment Adviser Representatives that provides personalized asset management and financial planning to individuals, families, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. As of May 29, 2024 the firm reported discretionary management of about $19,005,000 across 138 accounts and generally bills advisory fees as a percentage of assets, with an account minimum typically set at $100,000. The firm manages accounts on a discretionary basis and offers both structured and non‑structured portfolios, including four named Prism portfolios (Equity Grid, Balance Grid, Bond Grid, and Dividend Grid); the Prism Equity Grid specifically targets roughly 2–3% outperformance of the Vanguard 500 over a 3–5 year horizon and can allocate to 100% cash. Investment selection uses fundamental, technical and cyclical analysis and employs mutual funds, ETFs, SMAs and select individual securities, with periodic (typically quarterly) reviews versus appropriate benchmarks. Notable disclosures in the brochure include that one investment adviser representative also provides accounting and tax‑preparation services to clients on request (not actively solicited), which the firm identifies as an additional business activity and a potential source of client choices for related services. The combination of a modest asset base, a small advisory team, and no separate high‑net‑worth division described in the brochure indicates the firm’s focus on individual and smaller institutional relationships rather than a dedicated HNW practice.

To learn more about the advisors currently working at Symmetric Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.