Harmony Wealth Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment policy statements and monitor portfolios regularly. They also offer financial planning services covering investments, insurance, taxes, retirement, education, debt, and cash flow. HWA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$7.9M
Clients25
Advisors1
Avg. per Client$320K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable. Minimum annual fee of $1,250 may apply for clients that do not meet the $100,000 account minimum.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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