William Smith is a registered investment advisor at Harmont Fixed Income, LLC, based in Phoenix, AZ, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harmont Fixed Income provides investment management services as a sub-advisor to other investment advisors. Clients of these unaffiliated advisors pay sub-advisory fees of up to 0.30% annually. These fees are generally negotiable.
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Harmont Fixed Income, LLC
Previous Registrations
Templeton Financial Services INC.
State Registrations1 state
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