Boundless Wealth (DBA Money Holistics) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. They create customized investment strategies and manage portfolios using ETFs, mutual funds, and individual stocks. Financial planning services include project-based and ongoing options, covering areas like retirement, investments, and estate planning. Boundless Wealth acts as a fiduciary, prioritizing client interests.
Assets Under Management$22M
Clients60
Advisors1
Avg. per Client$370K
Avg. per Advisor$22M
Fee Structure
Boundless Wealth (DBA Money Holistics) charges an annual investment advisory fee ranging from 0.50% to 1.50%. The fee is calculated based on the previous month-end balance of your account and is paid monthly in advance. The exact fee may be negotiable.
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