Symphony Retirement Partners provides investment management, financial planning, and retirement plan consulting. Financial planning includes essential and advanced planning options. Investment management involves ongoing supervision of client accounts with various securities. Symphony may recommend third-party money managers. Client-specific plans are developed based on individual financial situations and risk tolerance.
Assets Under Management$23M
Clients30
Advisors3
Avg. per Client$770K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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