Holyoak Wealth Management, LLC
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Learn more about Holyoak Wealth Management, LLC
Holyoak Wealth Management, LLC is an advisory firm located in Scottsdale, Arizona. The company administers $12.7 million in total assets throughout 77 accounts. It has a small group of one employee who is a financial advisor. Holyoak Wealth Management, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as options, bonds and stocks.
Holyoak Wealth Management, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without needing to seek client consent. The company's average account size is $164,995. The typical advisor at Holyoak Wealth Management, LLC oversees around 77 client accounts.
The firm's main office is located at 8180 N. Hayden Rd, Scottsdale, Arizona 85258. The company is permitted to provide services to investors in the state of Arizona.
Assets Under Management
Number of Advisors
Holyoak Wealth Management, LLC by the Numbers
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A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by the firm typically consist of the following fee types: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company. It can withdraw the charges directly from customer funds.
Offered by 72% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Find one of the 35% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 2% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
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Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 1% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
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Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
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Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Holyoak Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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