Harmony Point Wealth Advisors, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Harmony Point Wealth Advisors provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. They also offer financial planning services covering retirement, risk assessment, social security, budgeting, estate planning, and more. Harmony Point may recommend third-party sub-advisors to manage portions of your portfolio, and has an agreement with AssetMark, Inc. to access model portfolio strategies.
Assets Under Management$250M
Clients281
Advisors1
Avg. per Client$890K
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee schedule shown is for equity assets. Fixed asset fees are lower. Harmony Point's management fee is negotiable at the Firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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