Harmony Wealth Management offers asset management and financial planning to individuals, high-net-worth individuals, trusts, corporations, partnerships, retirement plans, and other legal entities. Services include analyzing risk tolerance, investment knowledge, and financial goals to create a diversified portfolio. The firm also offers comprehensive financial planning, which includes analyzing net worth, income taxes, cash flow, investments, and estate planning.
Assets Under Management$43M
Clients67
Advisors1
Avg. per Client$650K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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