Hairold Lopez
Hairold Lopez is a registered investment advisor at Harmony Asset Management LLC, based in Scottsdale, AZ, with 7 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 260 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.65% |
| $3M+ | 1.65% |
Fees are negotiable above $3,000,000. Separate fee schedule for nonprofit clients.
Fee Estimator
Location
16220 N. Scottsdale Road, Suite 300, Scottsdale, AZ, 85254
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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
Hairold is a manager at Lopez & Songs Agriculture since 2018, working in farming/agriculture. He is also a Senior Finance Analyst at Intel Corporation since 2018.
Employment History
Current Registrations
Harmony Asset Management LLC
State Registrations2 states
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