Holman Wealth Management - The Defensive Advisor
4035 Shady Hill Drive
Dallas, Texas 75229
Find me on these social media pages:
Submit this form
If you would like to have a no charge conversation with us, please indicate whether you would like a phone call, a web meeting or a personal consultation
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 of $500 to create a financial plan with actionable steps for those individuals who are non-investment clients, with a quarterly fee for advice on outside investment accounts and for ongoing financial planning services.