Michael Edwards is a registered investment advisor at Symphony Financial, LTD. CO., based in Houston, TX, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,236 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Symphony Financial charges an annual fee based on the amount of your portfolio. This fee can vary from 0% to 2.50%, depending on the size and composition of your portfolio and the services you receive. The specific fee you'll pay will be outlined in your advisory agreement.
Location
17725 John F Kennedy Blvd, 2nd Floor, Houston, TX, 77032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael operates his LPL business through Symphony Financial LTD. CO. and Dogwood Capital Advisors. He spends about two-thirds of his time (104 hours per month) on Symphony Financial and about a quarter of his time (40 hours per month) on Dogwood Capital.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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