Holistic View Financial (HVF) offers financial planning and investment advisory services. HVF provides ongoing comprehensive financial planning, stand-alone investment advisory services, one-time financial plans, and hourly financial advice. HVF manages investment portfolios based on individual client needs and goals. HVF does not sell any financial products and operates as a fee-only advisor.
Assets Under Management$28M
Clients26
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$28M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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