Khalid Abid is a registered investment advisor at Symphony One Capital Management, LLC, based in Dallas, TX, with 2 years of industry experience. Khalid 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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Current Registrations
Symphony One Capital Management, LLC
Previous Registrations
Equitable Advisors, LLCBroker
State Registrations1 state
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