Holistic Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Holistic Capital LLC provides non-discretionary investment advisory services to a range of clients, including individuals, high net worth persons, trusts, estates, businesses, and retirement, pension, and profit-sharing plans. The firm advises on diversified portfolios across individual equities, ETFs, mutual funds, fixed income, REITs and alternative investments, and may recommend or monitor outside independent managers.
The firm describes a holistic, risk-managed approach that combines quantitative and fundamental security analysis with tailored asset allocation informed by clients’ objectives and tax profiles. Holistic Capital’s offerings include separately managed portfolios, ETF and mutual fund strategies, customized fixed income, options and margin strategies, and access to alternative investments following in-house due diligence.
Distinctive aspects noted in the brochure include the availability of non‑standard fee arrangements (subscription and hourly fee options alongside percentage-of-AUM pricing) and a disclosed pending legal matter involving the firm’s senior officers, which the firm highlights in its disciplinary section. Holistic Capital also operates on a strictly non-discretionary, no-custody basis and does not accept proxy-voting responsibilities, practices that differ from many investment managers that provide discretionary management and custodian relationships.
Client services
Expertise
Fee options
Fixed fees available for financial planning services (specific amounts not stated)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly fees available for financial planning services (specific amounts not stated)
Subscription fees available for financial planning services (specific amounts not stated)
Minimum fee: Minimum annual fee of $5,000 may apply for accounts with sufficient assets; fee capped at 2% of assets Fee-only: Fee-based investment advisory services; no performance-based fees charged
Main office
68 Harrison Ave, Ste 605 Pmb
Boston MA 02111
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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