Kenneth Holman is a registered investment advisor at Overland Advisors, based in Phoenix, AZ, with 7 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees may be negotiated. If Overland Advisors utilizes an Independent Manager, that manager’s fees are billed separately and in addition to Overland Advisors’ fees. For small portfolios under $12,000 Overland Advisors charges a minimum annual management fee of $150, billed in advance of services (at engagement and annually thereafter).
Fee Estimator
Location
2200 E Camelback Road, Suite 210, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
Regulatory
October 1989Regulatory
July 1988Employment History
Current Registrations
Overland Advisors
Previous Registrations
Kenman Securities CorporationBroker
State Registrations1 state
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.