Holmes & Turner Financial Services, Inc.

Overview

Holmes & Turner Financial Services, Inc. is an independent, privately owned wealth advisory firm organized as a corporation and run by an individual owner. The firm specializes in selecting external managers rather than running all strategies in-house; its stated advisory activity is the selection of other advisers, and it functions as a capital allocator. Fee arrangements are listed as “other,” indicating non-standard or customized billing models rather than a simple AUM-percentage schedule. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices