Symphony Financial Services provides asset management, comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting. Symphony Financial Services creates customized portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds tailored to each client's goals and risk tolerance. For comprehensive portfolio management clients, Symphony Financial Services combines ongoing investment management with personalized financial planning covering retirement, estate, tax, and insurance strategies. Symphony Financial Services also offers standalone financial planning on an hourly or flat-fee basis and retirement services for employer-sponsored plans. Symphony Financial Services is owned by John Y. Kim and Craig Small and has been in business since 2001.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00% for Asset Management and 2.50% for Comprehensive Portfolio Management. Fees are negotiable.