Holos Integrated Wealth Fees & Minimum

Overview

Headquarters: Kennett Square, PA
Total Firm Assets: $233 million
Average High-Net-Worth Client Portfolio Size: $2.3 million

Fee Disclosure

Source: ADV 2A (2026-02-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	$3,000,000	1.00%
$3,000,001	and above	0.85%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,750	1.38%
$5 million	$50,750	1.02%
$10 million	$93,250	0.93%
$50 million	$433,250	0.87%
$100 million	$858,250	0.86%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 79.51%
Number of High-Net-Worth Clients: 81
Total Client Accounts: 647
Discretionary Accounts: 647

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 329884

ADV 2A (2026-02-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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