Holzberg Wealth Management works with clients to identify their investment goals and risk tolerance to create a suitable portfolio allocation. They offer investment management using stocks, bonds, exchange-traded funds, and mutual funds. They also provide financial planning services covering investment planning, retirement planning, estate planning, education planning, and risk management. As a fiduciary, Holzberg Wealth Management acts in the client's best interest.
Assets Under Management$60M
Clients61
Advisors2
Avg. per Client$980K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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