Holmes & Turner Financial Services, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Holmes & Turner Financial Services Inc. refers individuals, high net worth individuals, trusts, and estates to third-party registered investment advisors (Money Managers). HTFS receives compensation from the Money Managers for these referrals. HTFS does not provide investment advisory services directly.
Fee Structure
Financial Planning:Investment management only
HTFS receives referral fees from Money Managers to whom they refer clients. The specific referral fee will be disclosed in a written solicitor disclosure statement provided to each prospective client.
Areas of Practice
Investment ManagementHigh Net Worth
Loading...
Location
1283 N 14th Ave, Ste 201, Bozeman, MT, 59715