Robert Holaday
Robert Holaday is a registered investment advisor at Infinity Financial Services Advisory, based in El Cajon, CA, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
1010 Pioneer Way, El Cajon, CA, 92020
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
July 2012Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Robert owns Holaday Financial and Insurance Services since 2008, spending minimal time on this activity. The business is for branding purposes and involves fixed insurance products.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Centaurus Financial, INC.Broker
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.Broker
Kavanaugh Securities, INC.Broker
Sentra Securities CorporationBroker
American Capital SecuritiesBroker
Anchor National Financial Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.