Kristi Bartholomew
Investment Adviser Representative at SYMMETRY PARTNERS
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Direct Client Tier 1 | 1.00% |
| Direct Client Tier 2 | 0.75% |
| Direct Client Tier 3 | 0.50% |
| Axiom Platform Tier 1 | 0.35% |
| Axiom Platform Tier 2 | 0.32% |
| Axiom Platform Tier 3 | 0.30% |
Firm-stated minimum; may be waived at the firm's discretion.
Symmetry Partners Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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