William Hays is a CFA-designated registered investment advisor at Symphony One Capital Management, LLC, based in Dallas, TX, with 11 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. Their firm serves 2 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony One Capital Management offers investment management for traditional separately managed accounts (SMAs). Fees range from 0.50% to 2.00% of the assets managed per year, paid quarterly in advance. All fees are negotiable.
Location
17304 Preston Road, Suite 800, Dallas, TX, 75287
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the owner of Magnolia Realty Solutions and WSH Investments, local real estate investment companies, since 2015. He spends about 10-20% of his time selecting and monitoring real estate investments, and tries to limit this to a few hours per week during trading hours.
Employment History
Current Registrations
Symphony One Capital Management, LLC
Previous Registrations
Riverfront Investment Group, LLC
Avery Street Capital, LLC
State Registrations1 state
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