Holyoak Wealth Management (HWM) offers investment management services, allocating client assets among mutual funds, exchange-traded funds (ETFs), and individual securities. HWM tailors its advice to each client's needs, considering their risk tolerance and financial goals. Clients can impose restrictions on certain investments. HWM manages assets on a discretionary basis.
Assets Under Management$11M
Clients35
Advisors1
Avg. per Client$330K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable at HWM's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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