Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Bartholomew is an Investment Advisor Representative at Symmetry Partners, a registered investment advisor based in Glastonbury, Connecticut. Isaac is licensed to provide investment advice in Connecticut and Utah. Isaac has been in the financial services industry since December 2024 and has experience in 401(k) Servicing and Administration. Isaac has earned the Uniform Investment Adviser Law Examination (Series 65).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub-advisor
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee paid for sub-advisor services provided to ria
1
2
UT
12/09/2024 - Present
Symmetry Partners (LINDON UT)
Active
Inactive
Not sure Isaac Bartholomew is the right advisor for you? Invested Better is here to help.
