Harmoney Wealth manages investment portfolios and provides financial planning services. Financial planning is included for investment management clients. The firm creates personalized investment plans based on client goals and risk tolerance. They also offer employee benefit plan services to employer plan sponsors. Tanner Bortnem is the principal owner.
Fee Structure
Harmoney Wealth charges both an annual advisory fee based on your net worth and an annual investment fee based on the value of your portfolio. The annual advisory fee is tiered based on net worth, and the annual investment fee is tiered based on the amount of your investments. Clients who have Harmoney Wealth manage all of their investable assets pay a lower investment fee than clients who have Harmoney Wealth manage only a portion of their assets. The advisory and investment fees may be negotiable. The advisory fee increases automatically by 3% per year.