Holon Wealth Management
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About
Holon Wealth Management serves individuals, high‑net‑worth clients, charitable organizations, and businesses with discretionary investment management and project‑based financial planning. The firm develops individualized investment policies, oversees portfolio implementation, and assists clients in selecting and monitoring third‑party managers (TAMPs) when appropriate.
The firm’s investment approach emphasizes modern portfolio theory and primarily uses passive, index‑based funds to achieve asset allocation targets, while also employing fundamental, technical, and cyclical analysis where warranted and integrating ESG materiality assessments into security selection. Holon provides ongoing account supervision with discretionary authority, periodic reviews, and a proxy‑voting program to align stewardship activities with clients’ governance and sustainability considerations.
Notably, the firm maintains affiliations with other registered investment advisers and regularly recommends outside managers, though it does not share in those managers’ advisory fees, a relationship structure that is uncommon among peers. Holon operates as a small adviser managing roughly $123 million for about 60 client relationships, requires a minimum household income of $250,000, and discloses reliance on institutional services and soft‑dollar benefits provided through its custodian relationship.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 1.15% on managed funds & stocks, 0.80% on individual bonds $500,001 - $1,500,000: 1.10% on managed funds & stocks, 0.70% on individual bonds $1,500,001 - $3,500,000: 1.00% on managed funds & stocks, 0.60% on individual bonds $3,500,001 - $8,500,000: 0.90% on managed funds & stocks, 0.50% on individual bonds $8,500,001 - $20,500,000: 0.80% on managed funds & stocks, 0.40% on individual bonds $20,500,001 - $45,000,000: 0.70% on managed funds & stocks, 0.30% on individual bonds Above $45,000,000+: Negotiable on managed funds & stocks and individual bonds
$250 per hour
Account minimum: $250,000 Fee-only: Standard advisory fee based on tiered schedule; fees may be negotiable
Main office
Eugene OR
Advisors at this office
1
Most active in
California · Oregon
Also doing business as
Holon Wealth Management · Holon Wealth Management, Inc
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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