Symphony Financial provides various advisory services, including financial planning, consulting, portfolio management, multi-family office services, and third-party management. They manage investments and offer advice on legacy positions and investments held in various accounts. Symphony tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. They also offer self-directed retirement account management.
Assets Under Management$1.1B
Clients2,236
Advisors40
Avg. per Client$490K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Symphony Financial charges an annual fee based on the amount of your portfolio. This fee can vary from 0% to 2.50%, depending on the size and composition of your portfolio and the services you receive. The specific fee you'll pay will be outlined in your advisory agreement.
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Location
40 Advisors at this firm
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