Holistic Wealth Advisors
5 SOUTHSIDE DRIVE, Clifton Park, New York 12065
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
with the client’s account value. The maximum annual advisory wrap account fee is 2.25% for SWM and 2.50% for AssetMark. Clients may receive comparable services from other broker-dealers or investment advisers and pay fees that are higher or lower than those charged under HWA’s wrap
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.