Walter Stalnaker is a registered investment advisor at Symmetry Capital Advisors LLC, based in Dallas, TX, with 23 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees are negotiable for accounts over $10 million. If the value of assets under supervision falls below $1 million, the annual fee shall be 1.00% per year until the value exceeds $1 million for a full calendar quarter.
Fee Estimator
Location
10000 N. Central Expressway, Suite 1275, Dallas, TX, 75231-4177
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Symmetry Capital Advisors LLC
State Registrations1 state
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