Grace Kvantas is a CFP-designated registered investment advisor at Financial Symmetry INC., based in Raleigh, NC, with 10 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 873 clients with $1.5B 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.40% |
Fees may be negotiable in unusual circumstances. Some clients are under legacy rates different than the current fee schedule.
Fee Estimator
Contact
Grace Kvantas
Location
5438 Wade Park Blvd, Suite 310, Raleigh, NC, 27607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Symmetry INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I was born and raised in a money-focused family in North Carolina. As the daughter of a financial advisor, being smart with money and pursuing a higher education were always important parts of my childhood. I’m proud to say that in 2011 I graduated after paying my way through North Carolina State University – completely debt free. I know first-hand that college can be a possibility for everyone – all it takes is advice, planning and dedication. I enjoy sharing my story, so I can help others plan for their children’s educations.