Jusmeet Virmani
Jusmeet Virmani is a registered investment advisor at Symphony Retirement Partners LLC, based in Round Rock, TX, with 7 years of industry experience. Jusmeet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $23M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
1 Chisholm Trail, Bldg 1, Suite 450, Round Rock, TX, 78681
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 ActivitiesSells Insurance
Jusmeet is a sole proprietor working as a consultant, actor, writer, director, and filmmaker. He is also a licensed insurance agent offering life, accident, and health insurance, dedicating about 10% of his time to this activity. Jusmeet is also a board member for Stonehaven Place South Homeowners Association, spending minimal time on board member duties.
Employment History
Current Registrations
Symphony Retirement Partners LLC
Previous Registrations
Copiam Wealth Management, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.