| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260
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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 →Tonya operates Harmony Financial Solutions as a DBA for insurance, annuity, and securities activities, dedicating nearly full-time hours to it. She also has several other business activities, including essential oil sales, wellness coaching, estate planning referrals, networking, and creating a financial education course, taking up varying amounts of her time.