Von Holt Financial Advisors is a fee-only firm offering objective advice without sales commissions. They provide portfolio management services to individuals and trusts, including investment selection, monitoring, and performance reporting. As part of their portfolio management services, clients receive ongoing financial planning advice, including reviews of retirement and investment plans. They also coordinate with clients' other advisors (estate planning, tax, insurance) at no additional charge. Client plans are tailored to their specific goals and risk tolerance.
Assets Under Management$110M
Clients64
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable to the extent that the level of assistance differs significantly from the norm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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