Holos Integrated Wealth is an investment advisory firm offering wealth management services. They work with clients to understand their financial objectives and goals, and then develop a customized portfolio. Holos makes investment decisions for clients without requiring their approval for each transaction. Holos no longer offers financial planning as a standalone service.
Assets Under Management$230M
Clients225
Advisors3
Avg. per Client$1M
Avg. per Advisor$78M
www.linkedin.com/in/david-matulewicz-916047113 ·www.linkedin.com/in/brian-stephenson-7439731b ·www.holosiw.com
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Advisory Fees are negotiable, and not all clients will be charged the same fee or according to the same fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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