Symphony Financial Services provides investment advice and financial planning to individuals and other clients. Symphony Financial creates tailored investment strategies based on client needs and goals. Symphony Financial offers asset management, comprehensive portfolio management, and financial planning & consulting services.
Assets Under Management$430M
Clients641
Advisors7
Avg. per Client$670K
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management (also available separately)
Symphony Financial offers asset management and comprehensive portfolio management services. The maximum annual fee for asset management is 2.00% of the account value. The maximum annual fee for comprehensive portfolio management is 2.50% of the account value. Fees are negotiable and are deducted from the account quarterly.
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