Symmetric Advisors Inc

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Client assets under management

$20,199,234

Clients

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$243,364

About

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.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting General estate planning guidance General tax planning Retirement income strategy

Fee options

Percentage

$0 - $2,000,000: 1.92% $2,000,001 - $5,000,000: 1.68% Over $5,000,000+: By Negotiation

Project-based

$300/hour for financial planning, business planning, estate planning, and special projects

Other

Account minimum: $100,000.00 (with negotiated exceptions possible) Fee-only: Asset Management fees based on tiers described; Financial Planning at $300/hour

Main office location

Symmetric Advisors Inc

13911 Ridgedale Dr, Suite 250

Minnetonka MN 55305, United States

Number of offices

Most active in

Minnesota

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

952-541-1605

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.

Cash flow / budgeting General estate planning guidance General tax planning Retirement income strategy

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.

Cash flow / budgeting General estate planning guidance General tax planning Retirement income strategy

David T

Series 63, Series 65

Minnetonka, MN

Symmetric Advisors Inc

David Thompson is a financial advisor at Symmetric Advisors Inc in Minnetonka, MN, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Symmetric Advisors since 2000. Thompson also serves as CEO, CIO, CFO, and Treasurer of Island Investment Services, Inc., a Nevis corporation that wholly owns Symmetric Advisors. Symmetric Advisors, Inc. is a Minnesota-registered investment adviser providing personalized asset management and financial planning to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages discretionary accounts using a combination of fundamental, technical, and cyclical analysis across structured and non-structured portfolios, including its Prism portfolio series.

Cash flow / budgeting General estate planning guidance General tax planning Retirement income strategy

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