HolleyJo Wealth Advisors offers investment management services, providing advice on various asset classes like stocks, mutual funds, and ETFs. They tailor their services to individual client needs, considering investment objectives, risk tolerance, and income needs. HolleyJo Wealth Advisors also provides financial planning and consulting services, reviewing clients' financial positions and making recommendations. Clients are not obligated to act on these recommendations or effect transactions through HolleyJo Wealth Advisors.
Assets Under Management$7.4M
Clients16
Advisors1
Avg. per Client$460K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.30% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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