As our firm has grown and our minimums have increased, our Executive VP Kathryn Pinkerton has for years desired that we find a way to help client's children, friends and family who may be young, just starting out investing, or already investing but don't meet our minimums of $500k for comprehensive wealth management. Get Started with $ymphony.
Now, with $ymphony, for only $5,000 minimum investment, in approximately 10 minutes, you can launch your journey towards accumulating $500,000 to eventually need our comprehensive wealth management services.
$ymphony includes the following benefits:
- 7 simple steps to open an account.
- Low $5,000 minimum investment
- Automatic Investment Plan as low as $50 per month
- Easy to use online and mobile investment portal
- Online Review of account performance at a glance
- Institutional, no-load asset allocation funds based on low-cost ETF's
- Make updates and changes online
- Low costs -- less than half the fees of a typical hedge fund (which charge 2% + 20% of profits) yet with automated exit strategies. Fees average under 1.75% and include administration costs, advisory fees, fund management fees, custodial fees, and transaction fees. There are no performance fees.
- Asset Allocation portfolios can include up to 18 fixed income asset classes and 15 equity asset classes.
- Review account performance online at a glance
- Tactical Portfolios (i.e. with exit strategies) ranging from conservative to aggressive that PRS will recommend based on your answers to the $ymphony questionnaire.
- Allocations differ based on your risk profile
- Account Types Available: Individual Brokerage, Custodial, Joint Tenant with Rights of Survivorship, Tenants in Common, Community Property, Revocable Living Trust (single and two trustees), Roth IRA, Traditional IRA, Rollover IRA, SEP-IRA, SIMPLE IRA and Inherited IRA are the account types available in Institutional Intelligent Portfolios®.