Harmony Wealth manages investment portfolios based on individual client needs and goals. They also offer three levels of financial planning services: Core, Concierge, and Limited-Scope. Core and Concierge planning include ongoing support and plan updates. Harmony Wealth also provides retirement plan services to plan sponsors and participants.
Assets Under Management$3.7M
Clients27
Advisors1
Avg. per Client$140K
Avg. per Advisor$3.7M
Fee Structure
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 | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable. Clients with Core or Concierge Financial Planning can elect to receive Investment Management Services at an annual rate of 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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