Advisor at Harmony Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harmony Wealth Management LLC
Location
Crown Point, IN
Credentials
Series 63, Series 66
Industry experience
29 years
Scott Pederson is a financial advisor with Harmony Wealth Management LLC in Crown Point, Indiana. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 22 years at Charles Schwab & Co., Inc. and Charles Schwab Bank before founding his current firm in 2019. Harmony Wealth Management is an independent asset management and financial planning firm serving individuals, trusts, corporations, retirement plans, tax-exempt entities, and government clients. The firm emphasizes quantitative portfolio optimization and efficient-frontier analysis in its investment process and offers a distinctive service mix that includes predominantly non-discretionary asset management and educational client workshops.
Based on Harmony Wealth Management LLC
Based on Harmony Wealth Management LLC
One-time fixed fee of $1,000 for financial planning only
$0 - $1,000,000: 0.60% $1,000,001 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30%
Hourly rate of $125/hr to update financial plan
Account minimum: $250,000 Minimum fee: Minimum portfolio management fee of $1,500, equates to a minimum portfolio size of $250,000, negotiable and may be waived at firm's discretion Fee-only: One-time fixed fee of $1,000 for financial planning only
Crown Point, IN
Illinois · Indiana
Harmony Wealth Management LLC
2019 - Present (7 years)
Charles Schwab bank
2005 - 2019 (14 years)
Charles Schwab
1997 - 2019 (22 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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