Harmony Road Advisors provides investment advice and financial planning to individuals and high net worth individuals. For investment management, they create customized portfolios using low-cost mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options. Financial planning services cover areas like retirement, education savings, and insurance needs. Clients are not obligated to implement any recommendations.
Assets Under Management$31M
Clients58
Advisors2
Avg. per Client$530K
Avg. per Advisor$15M
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Fee Structure
Planning is included in investment management (also available separately)
Harmony Road Advisors manages your investments for a fee based on the value of your portfolio. The annual fee is up to 1.0%, depending on the complexity of your situation and the amount you invest. The fee is charged quarterly in advance.
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