Holmes Investment Management provides investment advice and financial planning to clients based on their individual needs. Holmes develops a personal investment policy and manages a portfolio based on that policy. Financial planning services include a comprehensive evaluation of a client’s current and future financial state. Holmes also provides general non-securities advice on topics that may include tax and budgetary planning, estate planning and business planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual advisory fee will never exceed 1.00% of assets under management and includes Financial Planning services at no additional charge. Fees are negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.). Discounts, not generally available to our advisory clients, may be offered to family members and friends.