Elridge Bollich is a registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 59 years of industry experience. Elridge 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 Activities
Elridge operates under the DBA Bollich and Burgoyne for LPL and Symphony Business, and provides investment advisory services through Symphony Financial Limited Co., spending nearly full-time on this activity. He also has several LLCs (E. Nicholas, Jenbrisan, Genoa Prospect, and Nicolina) for tax/investment purposes.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Southwest Securities, INC.Broker
Southwest Securities, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
Rotan Mosle INC.Broker
Clark, Dodge & CO., IncorporatedBroker
Rotan Mosle INC.Broker
State Registrations6 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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