Keith Holt is a registered investment advisor at Holt Investment Advisors, based in Manhattan Beach, CA, with 2 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $22M 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 $150K | 1.20% |
| $150K - $400K | 1.00% |
| $400K - $750K | 0.75% |
| $750K - $1.1M | 0.50% |
| $1.1M+ | Included |
Amounts over $1.1 million are billed based on performance (IRR*.001). The minimum annual fee is $1,800.
Fee Estimator
Location
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA, 90266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Keith is involved in Red Fir Ranch Enterprises, which sells Christmas trees and related items. This activity is not investment-related.
Employment History
Current Registrations
Holt Investment Advisors
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.