Harmony Smith
Harmony Smith is a CFP-designated registered investment advisor at Advisors Capital Management, LLC, based in Coeur d'Alene, ID, with 7 years of industry experience. Harmony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18,140 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Equity accounts charge up to 0.80%, fixed income accounts charge up to 0.35%, and model separate accounts and exchange-traded fund strategies charge up to 0.65%. Fees may vary based on advisory role and platform responsibilities.
Fee Estimator
Location
Coeur d'Alene, ID
Get directionsHistory
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
Harmony works as a paraplanner for DLight, Inc. This investment-related activity takes about a third of her time.
Employment History
Current Registrations
Advisors Capital Management, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.
Exams
More Advisors
- Andreas Johnson, CFPCreative Planning
- John Sterling, CFPEdward Jones
- Nicole Schafer, CFPRockefeller Capital Management