Bob Holbrook Holdings offers both discretionary and non-discretionary asset management services to individuals. They work with clients to determine their investment goals, time horizons, and risk tolerance, and then create investment strategies based on those factors. Bob Holbrook Holdings also provides services to retirement plans.
Assets Under Management$10M
Clients68
Advisors1
Avg. per Client$150K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
The annual fee is 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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