Holistic Wealth Advisors (HWA) offers investment advice and financial planning services to individuals, trusts, businesses, and retirement plans. HWA provides advisor-managed accounts, asset allocation programs, and financial planning services. HWA works with LPL Financial, Asset Mark Trust Company, and Schwab as custodians for client accounts. HWA may recommend third-party investment advisors and insurance products, which may create conflicts of interest.
Fee Structure
HWA provides ongoing investment advice and management for assets in client accounts. The maximum annual advisory fee is 1.50% for advisor-managed non-wrap accounts. In limited cases, HWA may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 1.50% of the assets under management. Fees are negotiable. Clients also pay transaction charges to the broker-dealer, not HWA.