Holdfast Wealth Management offers investment management, financial planning, and consulting services to individuals. Investment management can be discretionary or non-discretionary. Financial planning includes full financial plans and consultation services on individual topics. Holdfast Wealth Management also acts as a co-advisor with Beacon Capital Management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.30% |
Annual fee is negotiable based upon certain criteria. HWM also offers direct asset management services to clients who maintain Legacy Portfolio Advisor models. HWM charges an annual investment advisory fee based on the total assets under management of up to 2.5%. HWM charges an annual investment advisory fee based on the total assets under management of no more than 1.5% for Orion Portfolio Solutions. HWM charges an annual investment advisory fee based on the total assets under management of up to .25% for American Funds Service Company. Fees for accounts held at IIS shall be charged a rate of .25% annually.