Harmony Asset Management LLC

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Total assets under management

$393,589,232

Total clients

252

49% high-net worth

Total advisors

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$1,561,862

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

One-time negotiated financial planning fees typically start at $5,000.

Percentage

$0 - $500,000: 2.00% $501,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.65% Above $3,000,000+: Negotiable

Commissions

Advisory professionals may receive commission-based compensation for the sale of insurance products.

Project-based

$300 per hour for additional financial planning work outside the scope of the original contract.

Other

Account minimum: $500,000

Disclosures

Main office location

Harmony Asset Management LLC

16220 N. Scottsdale Road, Suite 300

Scottsdale AZ 85254, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website 480-314-5967

Advisors at this firm

Michael A

Series 65

Tampa, FL

Harmony Asset Management LLC

Monica K

CFP®, Series 66

Mc Kinney, TX

Harmony Asset Management LLC

Stuart H

Series 63, Series 65

Auburn, AL

Harmony Asset Management LLC

Mark E

Series 63, Series 65

Cave Creek, AZ

Harmony Asset Management LLC

Kenneth J

Series 66

Scottsdale, AZ

Harmony Asset Management LLC

Alan R

Series 63, Series 65

Scottsdale, AZ

Harmony Asset Management LLC

Hairold L

Series 65

Yulee, FL

Harmony Asset Management LLC

Dale B

Series 63, Series 65

Tampa, FL

Harmony Asset Management LLC

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