Holistic Financial Partners (HFP) provides wealth management services, including financial planning, consulting, and investment management. HFP manages investments in mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and may use independent investment managers. HFP works with clients to understand their risk tolerance and financial goals. HFP also offers retirement plan consulting services to businesses.
Assets Under Management$380M
Clients808
Advisors4
Avg. per Client$470K
Avg. per Advisor$94M
www.holisticfinancialpartners.com ·www.linkedin.com/company/holistic-financial-par... ·www.facebook.com/holisticfinancialpartners
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
HFP may negotiate a lower fee based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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