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Holistic Financial Partners, Llc
Indianapolis, Indiana
5.0
1 Review
Holistic Financial Partners, LLC is a small investment advisory firm headquartered in Indianapolis, Indiana. With a team of six dedicated professionals, they provide comprehensive financial services to their clients. Four of their employees specialize in investment advisory services, ensuring expert guidance and strategic planning for their clients' portfolios.
Holistic Financial Partners boasts an impressive average of approximately $144,420,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is designed to align with their clients' needs and preferences, offering va...see more
Assets Under Mgmt
$290.3M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Reviews for Holistic Financial Partners, Llc
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