Wallace Burgoyne
Wallace Burgoyne is a CFP-designated registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 35 years of industry experience. Wallace 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 5 more. Their firm serves 2,850 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fee ranges between 0% and 2.50% depending on the size and composition of the portfolio and services rendered. Fees are negotiable based on criteria such as anticipated future assets, account size, relationship history, and complexity.
Fee Estimator
Location
4295 San Felipe, Suite 300, Houston, TX, 77027
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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 →Other Business ActivitiesSells Insurance
Wallace operates several DBAs for his LPL business, including Symphony Financial, Aviation Retirement Strategies, Bollich & Burgoyne, and Shank Wealth Management. He also spends full-time providing investment advisory services through Symphony Financial, Ltd. Co., an independent investment advisor firm, and sells non-variable insurance.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
Veravest Investment Advisors, INC.
Allmerica Investments, INC.Broker
Waddell & Reed, INC.Broker
State Registrations50 states
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
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