Holcombe & McGrath offers investment management where they make investment decisions for you, and financial advisory services, which include financial planning for individuals and businesses. They tailor their advice to your individual needs and objectives. Holcombe & McGrath uses a proprietary investment system focused on diversification and low costs.
Assets Under Management$160M
Clients268
Advisors2
Avg. per Client$580K
Avg. per Advisor$78M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 1.00% |
For accounts under $500,000, the fee is 1% annually (0.25% quarterly), plus $280 per hour for services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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