Symmetry Wealth Management LLC

Item 5: Fees and Compensation
  A.​ We charge asset-based and/or flat fees for our services, depending on the specific services for
      which you engage us. Our fees and fee ranges as set forth herein reflect the typical fees we
      charge to clients; however, the specific fees charged to a particular client will vary from client to
      client. Each client should review the services agreement signed with us for the fees that will be
      charged and how fees will be payable. Our fees may vary from client to client due to historical or
      ‘grandfathered’ fee schedules that are no longer offered, the nature and scope of the services to
      be provided to the client, personal or familial relationships with the client, and other factors that
      we deem relevant. Fees are negotiable, but we reserve the right to accept or reject different fees
      proposed by the client.​

  B.​ Discretionary Investment Management.​
      We are compensated for our discretionary investment management and ongoing financial
      planning services by fees charged based on a client’s assets under our management, which are
      generally charged at the rates set forth in the table below and subject to a minimum quarterly fee
      of $2,500:​

           Client Assets Under Management                               Annual Fee Percentage
                For the first $0 - $3,000,000                                   0.80%
          For the next $3,000,001 - $10,000,000                                 0.40%
           For any amount above $10,000,000                                     0.30%

      The asset-based fees set forth above reflect a “tiered” or “blended” fee schedule, which means
      that different annual fee percentages will apply to different ranges of client assets under our
      management. Fees are deducted in arrears on a quarterly basis from one or more client accounts
      under our management, and asset-based fees are based upon the gross market value of assets
      designated to be under our management as of the last business day of the prior calendar quarter.
      Fees are prorated from the effective date of our engagement up to the termination date of our
      engagement.​
      ​
      To the extent a Third-Party Adviser such as FPAS is retained to manage all or a portion of a
      client’s portfolio, the client will not pay any additional fee to FPAS. We, and not the client, pay the
      fee charged by FPAS in consideration of its services.

  C.​ Initial Financial Planning. In consideration of our initial financial planning services, we charge a
      flat fee that typically equals $3,000. The flat fee will be agreed upon before the start of services.
      Half of the flat fee is due upon engagement with the balance due upon the completion of the initial
      financial planning engagement. Fees for this service may be paid through a third-party payment
      processor or check. In the event of early termination before the initial financial plan is delivered,
      any prepaid but unearned fees will be refunded to the client based on the percentage of financial
      planning services completed up to the date of termination; any completed deliverables will be
      provided to the client upon termination.

  D.​ Pension Consulting Services.
      We are compensated for our pension consulting services by fees charged based on a Plan’s
      assets designated to be under our management or advisement, which are generally charged at
      the rates set forth in the table below:​

           Plan Assets Under Management or                              Annual Fee Percentage
                      Advisement
                    $0 - $10,000,000                                            0.35%
                  $10,000,001 and Above                                       negotiable

                                       Date of Brochure: May 14, 2026

    The asset-based fees set forth above reflect a “tiered” or “blended” fee schedule, which means
    that different annual fee percentages will apply to different ranges of client assets under our
    management or advisement. Fees are deducted in arrears on a quarterly basis from the Plan or
    pro rata from participant accounts, and are based upon the gross market value of assets
    designated to be under our management or advisement as of the last business day of the prior
    calendar quarter. Fees are prorated from the effective date of our engagement up to the
    termination date of our engagement.​

E.​ General Fee Disclosures.
    Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
    or other investment products.

    In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
    Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
    transaction-related practices. Depending on the specific investment products held in a client’s
    account and the services provided, a client may also incur additional fees and costs charged by
    other independent and unaffiliated third-parties. Such additional fees and costs may include, but
    are not necessarily limited to, the internal fees and costs of an investment product (like a mutual
    fund or exchange traded fund), margin interest, account or asset transfer fees, subadvisory or
    third-party investment manager fees, account type fees, early redemption charges, market-maker
    or bid-ask spreads, retirement plan fees, trade-away or prime brokerage fees, fees for receiving
    paper copies of documents in lieu of electronically-delivered documents, and other fees and taxes
    on brokerage accounts and securities transactions. These additional charges are separate and
    apart from the fees charged by Adviser. Lower fees for comparable services may be available
    from other sources.
...

Item 7: Types of Clients
We generally provide our services to individuals, high-net-worth individuals, and defined contribution
plans, defined benefit plans, or other employee benefit plans. We do not require a minimum account
value to open or maintain an account, though we do charge a minimum quarterly fee of $2,500 for
investment management services. Please note that the Third-Party Advisers we retain may separately
impose minimum account value requirements.

                                        Date of Brochure: May 14, 2026