Doyle Holmes
Doyle Holmes is a registered investment advisor at Rampart Asset Management LLC, based in Irvine, CA, with 38 years of industry experience. Doyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Rampart Asset Management's fees for managing your investments are negotiated and can be up to 1.25% of the value of your portfolio per year. The fees can be billed monthly or quarterly, either in advance or after the services are provided, depending on the agreement. The basis for calculating the value of your portfolio varies based on the individual arrangement with each client.
Location
19800 MacArthur Blvd., Suite 600, Irvine, CA, 92612
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 1989Regulatory
December 1988Customer Dispute
March 1988Regulatory
April 1978Customer Dispute
Other Business Activities
Doyle is a Registered Advisor, President, CCO, and CFO at Rampart Asset Management, LLC, an investment advisory firm, since 2013. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Rampart Asset Management LLC
Mischler Financial Group, INC.Broker
Previous Registrations
Mischler Financial Group, INC.
Gilford Securities IncorporatedBroker
Mischler Liberty, INC.Broker
Liberty Capital Markets, INC.Broker
State Registrations3 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.