Symfonie Capital provides investment advice and financial planning services to accredited investors and institutional clients. They tailor their services to each client's unique needs, offering advisory, non-discretionary, and discretionary management. Symfonie focuses on understanding a client's objectives, income needs, risk tolerance, and other factors to create a suitable investment mandate. They specialize in fixed income investments, but also offer broader advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $50.0M | 0.90% |
| $50M+ | 0.40% |
Fees are for equities. Other portfolio types have different fee schedules. Medium and long duration Fixed Income: Up to $5,000,000: 0.8%, Over $50,000,001: 0.3%. Short term, high quality fixed income: Up to $5,000,000: 0.5%, Over $50,000,001: 0.2%. Low complexity and multi-asset portfolio: Up to $5,000,000: 0.75%, Over $50,000,001: 0.3%. High complexity and multi-asset portfolios: Up to $5,000,000: 1.5%, Over $50,000,001: 0.7%