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Paul Sansonette

Symphony Financial Services, INC.
36 Years of Experience
Akron, OH
BrokerSells Insurance
View SEC Summary
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Paul Sansonette is a registered investment advisor at Symphony Financial Services, INC., based in Akron, OH, with 36 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 641 clients with $430M in assets under management.

Symphony Financial Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
641 clients
Average Client Portfolio
$669K average
Assets Under Management
$428.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00% for Asset Management and 2.50% for Comprehensive Portfolio Management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

529 N Cleveland Massillon Rd., Suite 200, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Paul is an independent insurance agent selling group and individual medical insurance since 1990, dedicating minimal time to this activity. He is also a registered investment advisor with Symphony Financial and involved with non-variable insurance through ASH Brokerage, spending a few hours per week on the latter.

Employment History
Current Registrations
Symphony Financial Services, INC.
February 2009 - Present · 17 yrs 8 mos
LPL Financial LLCBroker
November 2007 - Present · 18 yrs 11 mos
Previous Registrations
LPL Financial Corporation
November 2007 - December 2009 · 2 yrs 1 mo
M Holdings Securities, INC.
March 2005 - November 2007 · 2 yrs 8 mos
M Holdings Securities, INC.Broker
February 2005 - November 2007 · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2004 - March 2005 · 9 mos
Linsco/private Ledger CORP.
July 2003 - July 2004 · 1 yr
Linsco/private Ledger CORP.Broker
June 2003 - July 2004 · 1 yr 1 mo
Financial Network Investment CorporationBroker
December 1991 - June 2003 · 11 yrs 6 mos
Vestax Securities CorporationBroker
May 1990 - December 1991 · 1 yr 7 mos
State Registrations2 states
FLOH
AdvisorBrokerBoth

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
No exam information available for this advisor.
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