Kevin Jones is a CFA-designated registered investment advisor at Harmonic Investment Advisors, based in Boise, ID, with 31 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 88 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harmonic charges an annual management fee based on a percentage of the value of your investments. Fees are subject to negotiation. The fees are generally payable in advance at the beginning of each calendar quarter.
Here's how the fees break down by investment strategy:
Equity Management Fees
- Small Cap Value Equity: 0.75% on the first $1,000,000; negotiable over $2,000,000
- Large Cap Value Equity: Negotiable over $2,000,000
- All Cap Value Equity
Income Management Fees
- Core Flexible Duration: 0.40% on the first $1,000,000; negotiable over $2,000,000
Multi Asset Management Fees
- Fully Diversified: 0.75% on the first $1,000,000; negotiable over $2,000,000
Location
Boise, ID
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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
Harmonic Investment Advisors
Previous Registrations
D.B. Fitzpatrick & CO.
Icm Asset Management INC
State Registrations1 state
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.