Harmon Financial Advisors offers investment advisory services tailored to individual client needs, determined through financial planning. While Harmon Financial Advisors makes recommendations, clients retain ultimate investment decision-making responsibility. Harmon Financial Advisors may recommend third-party investment advisors and monitor client accounts with those advisors. The firm also offers 401(k) retirement plan consulting services.
Assets Under Management$16M
Clients8
Advisors2
Avg. per Client$2M
Avg. per Advisor$8.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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