Elridge Bollich is a registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 58 years of industry experience. Elridge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,236 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony Financial charges an annual fee based on the amount of your portfolio. This fee can vary from 0% to 2.50%, depending on the size and composition of your portfolio and the services you receive. The specific fee you'll pay will be outlined in your advisory agreement.
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.
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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.