Harmonic Investment Advisors provides investment advice tailored to each client's needs. Harmonic considers a client's financial condition, investment objectives, risk tolerance, time frame, and tax status. Harmonic manages equity investments using Small Cap Value, Large Cap Value, and All Cap Value strategies, as well as a Fully Diversified Strategy. Harmonic does not participate in wrap fee programs.
Assets Under Management$19M
Clients88
Advisors1
Avg. per Client$210K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Harmonic charges an annual management fee based on a percentage of the value of your investments. Fees are subject to negotiation. The fees are generally payable in advance at the beginning of each calendar quarter.
Here's how the fees break down by investment strategy:
Equity Management Fees
- Small Cap Value Equity: 0.75% on the first $1,000,000; negotiable over $2,000,000
- Large Cap Value Equity: Negotiable over $2,000,000
- All Cap Value Equity
Income Management Fees
- Core Flexible Duration: 0.40% on the first $1,000,000; negotiable over $2,000,000
Multi Asset Management Fees
- Fully Diversified: 0.75% on the first $1,000,000; negotiable over $2,000,000
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