Holm & Baucom Wealth Advisors provides customized wealth management services, including discretionary investment management and comprehensive financial planning, to individuals, high-net-worth individuals, trusts, estates, and retirement plans. Holm & Baucom Wealth Advisors builds portfolios primarily using low-cost, diversified mutual funds and exchange-traded funds, while tailoring strategies to each client's specific goals, time horizon, and risk tolerance. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and charitable giving. For clients with more than $250,000 in assets managed by the firm, financial planning is included as part of the wealth management services. Holm & Baucom Wealth Advisors also offers retirement plan advisory services for employer-sponsored plans. Affiliated professionals at Holm & Baucom Wealth Advisors can provide related tax, accounting, and legal services through separate entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are assessed at a flat annual rate of 1.00% based on the average daily balance of assets under management. Financial planning is included for accounts exceeding $250,000. Total blended fees involving independent managers will not exceed 2.00% annually.