Holon Wealth Management (HWM) manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs, focusing on goals, objectives, and risk tolerance. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. HWM also offers the use of third-party managers for portfolio management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M+ | 0.80% |
Fees are negotiable. The above fee schedule excludes any outside manager fees. When an outsider manager is used, the manager’s separate fees will be charged, and in addition to HWM’s advisory fees. The total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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