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Financial Symmetry Inc.
Financial Symmetry Inc. is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals and families. With over 20 years of experience, Financial Symmetry Inc. has established itself as a trusted and reliable source of financial guidance and expertise.
How does the advisor help clients – Key Takeaways:
Financial Symmetry Inc. takes a holistic approach to financial planning. The firm offers a wide range of services to help clients achieve their financial goals and objectives. Some of the key takeaways include:
- Comprehensive financial planning services
- Tailored investment management strategies
- Retirement planning
- Estate planning
- Tax planning
- Insurance analysis and review
Facts and Insights
Financial Symmetry Inc. is committed to providing clients with relevant and insightful information to help them make informed financial decisions. Here are some facts and insights about the firm:
- Investment News ranked Financial Symmetry Inc. as one of the top 50 registered investment advisors in 2020.
- Financial Symmetry Inc. has over $1.2 billion in assets under management (AUM).
- The firm has a team of 12 experienced and knowledgeable financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 12 | over 20 years |
Financial Services Offered
Financial Symmetry Inc. offers a wide range of financial services to meet the individual needs and goals of its clients. Some of the services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Insurance analysis and review
Client Types
Financial Symmetry Inc. serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Families
- Small business owners
- Retirees
Fees & Compensation
Financial Symmetry Inc. believes in transparency when it comes to fees and compensation. The firm charges a fee for its advisory services, which is typically a percentage of assets under management. The exact fee is based on the client’s AUM and outlined in a client’s fee agreement. The firm does not receive any commissions or compensation from the sale of financial products, ensuring that their recommendations are solely focused on the client’s best interests.
Background
The founders of Financial Symmetry Inc., Chad Smith and Mike Eklund, have a combined experience of over 40 years in the financial industry. They believe in building long-term relationships with their clients and providing them with personalized and proactive financial planning services. The firm’s team of advisors is highly qualified and committed to staying up-to-date with the latest industry trends and best practices to better serve their clients.
Financial Advisor Disclosures to Know
Financial Symmetry Inc. has a clean disciplinary record, with no regulatory or legal actions against the firm. The firm is a registered investment advisor and is required to provide disclosures to its clients. Some of the disclosures include:
- Conflict of interest disclosure
- Code of ethics disclosure
- Privacy policy disclosure