Symphony Wealth Management (SWM) offers investment management services to individuals, business entities, trusts, estates, and family offices. SWM creates tailored investment portfolios based on each client's objectives, risk tolerance, and financial situation. SWM may recommend other professionals for implementation purposes (i.e. attorneys, accountants, insurance agents, etc.).
Assets Under Management$120M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. Discounts may be offered to family members of SWM employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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