Holleyjo Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,403,007
Total clients
16
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$462,688
About
HolleyJo Wealth Advisors serves individual investors and a mix of private clients — including trusts, estates, pension plans and nonprofit organizations — by providing discretionary investment management, written financial plans, and ongoing financial consulting. The firm documents its services in investment management and financial planning agreements and offers both standalone plans and continuing consulting engagements.
The firm’s investment process integrates fundamental, quantitative and qualitative analysis and applies asset-allocation and periodic rebalancing across equities, ETFs, mutual funds and international securities. When appropriate, HolleyJo employs options and other derivatives for hedging or tactical purposes and recommends maintaining a cash reserve (the brochure cites a target band of roughly 6 to 18 months of spending) to meet near-term liquidity needs.
Noteworthy features compared with many peers include the firm’s use of Interactive Brokers for custody and execution, and receipt of related technology and operational services from that custodian — a relationship the brochure discloses as a potential conflict of interest. The firm also concentrates oversight internally, with the principal acting as the firm’s compliance officer and conducting weekly account reviews, and it discloses flexibility to waive planning fees or to decline client-imposed investment restrictions.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$1,500 annual fixed fee for ongoing financial consulting services
$0 - $1,000,000: 0.9% $1,000,000.01 - $5,000,000: 0.6% $5,000,000++: 0.3%
$150 per hour for financial planning and short-term financial consulting
Account minimum: $100,000 Fee-only: Investment management fees from 0.3% to 0.9% based on AUM; Financial planning $150/hour; Financial consulting $150/hour or $1,500 annual fixed fee
Main office location
Holleyjo Wealth Advisors
Edina MN, United States
Number of offices
1
Most active in
Holleyjo Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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