Holzberg Wealth Management offers personalized investment management and financial planning services. The firm works closely with clients to understand their financial goals, risk tolerance, and time horizon in order to build customized portfolios consisting of individual stocks, bonds, exchange-traded funds, and mutual funds. In addition to managing investments, Holzberg Wealth Management prepares comprehensive financial plans covering retirement, capital needs, estate planning, education, risk management, and cash flow. The firm operates as a registered investment advisor and acts in its clients' best interests.
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 - $1.0M | 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
—
Loading...
