Holiday Advisors provides ongoing asset management services, determining investment goals, risk tolerance, and objectives. Investment strategies, selection, and monitoring are based on these factors. Clients authorize Holiday to execute investment program transactions. Financial planning is included at no additional cost, covering wills, estate plans, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning.
Assets Under Management$7.5M
Clients10
Advisors1
Avg. per Client$750K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is a flat fee schedule, the entire portfolio is charged the same asset management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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