Holman Wealth Management (HWM) manages investment portfolios and offers financial planning services. HWM creates personalized investment plans based on client goals and risk tolerance, typically using ETFs, mutual funds, bonds, and equities. HWM also offers financial planning services, including retirement planning, tax strategies, and estate planning. HWM may recommend outside managers.
Assets Under Management$6.6M
Clients13
Advisors1
Avg. per Client$510K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.95% |
| $5.0M - $12.0M | 0.90% |
| $12M+ | 0.85% |
Annual advisory fees are not negotiable, but HWM may lower the fee based on the length of time with the firm or below-average administrative costs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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