Candise Holmlund is a CFA, CFP-designated registered investment advisor at Alaethes Wealth, LLC, based in Glenbrook, NV, with 23 years of industry experience. Candise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 101 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
Glenbrook, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alaethes Wealth, LLC
Previous Registrations
Weatherly Asset Management
State Registrations4 states
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