Offers
Comprehensive
Financial Plan
$500
A one-time charge
We charge a one-time fee of $500
to create the plan, plus a $105/qtr. fee
for 1 year for ongoing planning
No additional charges while plan is being created, then ...
You receive actionable steps to improve your situation
Thereafter, ongoing financial planning help at $35/mo. and you may discontinue at any time.
Includes employer
retirement account advice
For clients unable to place $50,000
with HWM at this time
Ongoing Financial Planning
$35
Every month
Valid for up to 2 years
For clients who have completed the
1 yr. comprehensive planning process
Complimentary and ongoing when your assets are managed by Holman Wealth Management
You may call us or email us with your questions whenever you have them
Client may discontinue at any time
Wealth Management
Investment Mgmt.
1% of Assets Managed
Starting at $1,000/yr. per $100K
for investment management
This is industry standard pricing
Example calculations:
-
a 1% management fee for $50,000
in assets = $500
-
1% fee for $50,000 up to $500,000
in assets = $500 to $5,000
Industry data suggests the average
investor benefit = an
additional 4% return after
the fee is deducted
We seek to do better
Receive help with
investments, retirement,
income taxes, wills,
etc.