Harmony Capital Advisors offers customized investment management services to individuals, high net worth individuals, families, trusts, and retirement plans. Harmony uses information provided by clients to determine appropriate asset allocation and investment strategies. The firm primarily invests in exchange traded funds (ETFs), but may also invest in equity securities, corporate bonds, and REITs. Harmony also manages a private fund, 3D Impact, LP.
Assets Under Management$2.2M
Clients3
AdvisorsN/A
Avg. per Client$730K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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