Holistic Finance provides investment management, financial planning, and estate planning support services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning includes full financial plans and consultation services. Estate planning support services are also available. Holistic Finance may recommend third-party managers and receives referral fees from them.
Assets Under Management$7.9M
Clients198
Advisors4
Avg. per Client$40K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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