Table of Fees for Services – Holistic View Financial

TABLE OF FEES FOR SERVICES

Please read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”) for more details of Holistic View Financial, LLC’s advisory services and fees, respectively. Fees below are charged when clients request the services listed.

Service	Fee Amount	Fee Structure
Initial Onboarding	$3,000 -$6,000 Based on family size and financial complexity	Upfront, one-time fee
Ongoing Financial Planning Services	$2,400 -$9,000 / year Based on family size and financial complexity	Annually in arrears
Ongoing Investment Advisory Services: i. Up to first $2,000,000 ii. Incremental >$2,000,000	i. 0.75% annual of Investable Asset Value ii. 0.50% annual of Investable Asset Value	Annually in arrears
Tax Preparation Services	$300 – $1,200
Commissions to Adviser	N/A
Performance-based Fee	N/A
Other	N/A

Fee Charged by Third Parties	Fee Amount	Frequency Fee is Charged
Third Party Money Manager	N/A
Robo-Adviser Fee	N/A

Additional Fees	Yes/No	Paid To
Brokerage Fees	Yes	Charles Schwab & Co.
Commissions	No	N/A
Custodian Fees	Yes	Charles Schwab & Co.
MF/ETF Fees	Yes	Each ETF/mutual fund manager has their own underlying investment fee and expense which is charged directly to the net asset value of the security.

Effective: March 25,2024