Holcomb Financial provides investment advice and financial planning to individuals, high net-worth individuals, pension and profit sharing plans and charitable organizations. Holcomb Financial offers wealth management, investment management, and project-based financial planning. For wealth management and investment management, Holcomb Financial may use outside managers to assist with managing client accounts.
Assets Under Management$890K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$890K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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