Holifield Financial Advisory Services/Prosper Financial Advisers
Answer a few questions and
get matched with an advisor.
Learn more about Holifield Financial Advisory Services/Prosper Financial Advisers
Overview
Holifield Financial Advisory Services/Prosper Financial Advisers operates as an advisory company that has its headquarters in Saint Petersburg, Florida. Holifield Financial Advisory Services/Prosper Financial Advisers has $145.7 million in total assets over 461 accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). It has a small group, including 2 financial advisors. Holifield Financial Advisory Services/Prosper Financial Advisers is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, stocks and options.
Holifield Financial Advisory Services/Prosper Financial Advisers manages more than half of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell decisions without needing to seek the client's authorization. The firm also administers 66 non-discretionary accounts with a total of $23.2 million in assets. Holifield Financial Advisory Services/Prosper Financial Advisers's typical account size is $316,052. The average financial advisor at Holifield Financial Advisory Services/Prosper Financial Advisers oversees about 231 client accounts.
Holifield Financial Advisory Services/Prosper Financial Advisers's headquarters is located at 9455 Koger Blvd. N, Saint Petersburg, Florida 33702. The company is legally registered to provide services to clients throughout a number of states, including Florida and Mississippi.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Holifield Financial Advisory Services/Prosper Financial Advisers by the Numbers
$145.7 million
2
461
$316.1 thousand
Products and Services
Holifield Financial Advisory Services/Prosper Financial Advisers offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the prior financial year, Holifield Financial Advisory Services/Prosper Financial Advisers provided 11-25 of its clients with financial planning services. Holifield Financial Advisory Services/Prosper Financial Advisers does not sell products or offer services apart from investment advice to its investment advisory accounts.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually vary depending on which services are provided. However, fees billed by the firm most likely consist of the following fee structures: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with retail investors, high net worth investors and charitable organizations. Out of its 461 accounts, Holifield Financial Advisory Services/Prosper Financial Advisers's biggest client group by number of accounts is retail investors, although it also serves 42 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 23.6%
- Other Individuals - 75.84%
- Corporations - 0%
- Charitable Organizations - 0.56%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Holifield Financial Advisory Services/Prosper Financial Advisers does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Holifield Financial Advisory Services/Prosper Financial Advisers
Saint Petersburg, FL
Saint Petersburg, FL
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.