Holcombe Financial provides financial planning, portfolio management, and general consulting. They begin by understanding your goals and concerns, then develop a financial outline and investment plan. They manage investment portfolios on a discretionary basis, and may recommend separate account managers. They also offer general consulting services on a project basis. Holcombe Financial manages affiliated private funds and may recommend them to clients.
Assets Under Management$380M
Clients186
Advisors3
Avg. per Client$2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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