Contact

Holman Wealth Management - The Defensive Advisor

4035 Shady Hill Drive

Dallas, Texas  75229

Phone   972-702-6032

RobertH@defensiveadvisor.com

 

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Pricing

We manage client portfolios for the industry-standard charge of 1% of assets under management (AUM).  We also provide complimentary planning services to our investment clients, which includes a projection of the likelihood of achieving your financial goals, typically focusing on financial independence as the primary objective.

 

We charge a one-time fee to create a financial plan with actionable steps for those individuals who are non-investment clients, with a small quarterly fee for ongoing financial planning services and for advice on reviewing and managing outside investment accounts.