Holistic Capital provides investment advice, but clients make all final investment decisions. Holistic Capital builds balanced portfolios based on each client's unique needs and tax profile. They consider individual securities, mutual funds, ETFs, and REITs. They analyze investments and monitor outside investment managers. Holistic Capital does not have a minimum account size.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the specific circumstances of the client. A minimum annual fee of $5,000 may apply to accounts with sufficient assets under management, but will not exceed 2% of the client's assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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