Holistic Planners Network provides investment management and financial consulting services to individuals. For investment management, they offer both discretionary and non-discretionary options, tailoring strategies to client goals and risk tolerance. Financial consulting covers areas like education planning, retirement income, estate planning, investments, taxes, and insurance, available on a one-time or ongoing basis.
Assets Under Management$14M
Clients51
Advisors2
Avg. per Client$280K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...