How does the advisor help clients – Key Takeaways:
Harmony Road Advisors is a leading financial services firm that provides expert guidance and support to individuals and businesses. Through a comprehensive range of financial services and a commitment to personalized attention, Harmony Road Advisors helps clients achieve their financial goals.
Facts and Insights
Founded in 2005, Harmony Road Advisors has over 15 years of experience in the financial industry. The firm has a team of highly qualified financial advisors who are dedicated to helping clients make informed decisions about their money.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Harmony Road Advisors offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
Harmony Road Advisors caters to a variety of client types, including:
- Individuals
- High Net Worth Individuals
- Business Owners
- Couples
Fees & Compensation
As a fee-based firm, Harmony Road Advisors charges a percentage of assets under management as its main source of compensation. This aligns the firm’s interests with those of its clients, as the better the firm performs, the more its clients will see their assets grow.
Background
The team at Harmony Road Advisors has a combined experience of over 50 years in the financial industry. Their expertise and knowledge help them provide clients with personalized and comprehensive financial solutions.
Financial Advisor Disclosures to Know
As a member of the Securities and Exchange Commission, Harmony Road Advisors is held to the fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. They have a clean record with no disciplinary actions or conflicts of interest to report.