Harmony Asset Management (HarmonyAM) offers portfolio management for long-term growth and income, and financial planning services. Financial planning includes income tax management, retirement planning, estate planning, and risk management. HarmonyAM also provides financial planning and investment management to mission-based organizations through Harmony Nonprofit.
Assets Under Management$390M
Clients260
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$500K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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