Symphony Financial is a registered investment advisor based in Houston, Texas, offering comprehensive investment management, financial planning, consulting, and multi-family office services. The firm manages investment portfolios on a discretionary basis using third-party custodians such as LPL Financial, Charles Schwab, Fidelity Investments, Aspire, and Orion. Symphony Financial's investment approach combines fundamental and technical analysis, utilizing mutual funds, exchange-traded funds, individual stocks and bonds, options, and private placement securities. In addition to portfolio management, the firm provides guidance on business planning, retirement planning, cash flow forecasting, risk management, trust and estate planning, charitable giving, and tax planning. Symphony Financial tailors its advisory services to meet the individual goals, risk tolerance, and time horizon of each client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fee ranges between 0% and 2.50% depending on the size and composition of the portfolio and services rendered. Fees are negotiable based on criteria such as anticipated future assets, account size, relationship history, and complexity.