Huntington Advisors

Harmony Point Wealth Advisors, Inc., established in November 2022 and based in Irvine, CA, offers investment advisory services including consulting, investment management, and financial planning. The firm's principal owners are Marek Pfeil and Kenneth Graham. Services are provided through written agreements tailored to individual client needs. Investment strategies may involve various securities and mutual funds, with a focus on risk management and performance enhancement. Clients may also be referred to unaffiliated money managers through Managed Account programs. The firm charges asset management fees based on a tiered structure, with annual fees ranging from 0.15% to 1.00%. Clients can also opt for hourly or fixed project-based fees. Harmony Point Wealth Advisors acts as a fiduciary, putting clients' interests first. The firm serves individuals, trusts, estates, charitable organizations, and corporations with a minimum account requirement of $100,000. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on client goals and risk tolerance. The firm reviews client accounts annually and does not vote on client securities. Harmony Point Wealth Advisors maintains custody of client assets for fee deduction purposes and has no disciplinary history.