Holcomb Financial is a registered investment advisor located in Georgia that offers wealth management, investment management, financial planning, and CFO services for small business owners. Holcomb Financial builds personalized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, often utilizing third-party model portfolios. When managing investments, Holcomb Financial creates a tailored asset allocation strategy based on your goals, risk tolerance, and tax situation, and provides comprehensive financial planning at no additional fee. Financial planning covers cash flow, retirement projections, tax strategies, estate planning, insurance, and college savings. For clients with smaller accounts or specific project needs, Holcomb Financial offers standalone project-based financial planning. The firm operates as a fee-only advisor, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation.
Fee Structure
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 for accounts over $5,000,000 are negotiable. Accounts with $300,000 or less pay a fixed fee of $200 to $500 monthly.