Holcombe Financial, Inc.
4151 ASHFORD DUNWOODY ROAD, Atlanta, Georgia 30319
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
1.25% annually, while the balance of $2,000,000 would be assessed the lower fee of 0.90% per year. Clients will be billed in advance at the beginning of each calendar quarter based upon the market value of the average daily balance of the assets in the client’s account as of the last day
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.