Jeffrey Holler
Jeffrey Holler is a CFP-designated registered investment advisor at The Capital Chart Room, LTD, based in Fort Worth, TX, with 37 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 65 clients with $400M 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 $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees apply to The Chartered Portfolio Program. Independent manager programs have separate fee schedules ranging from 0.60% to 1.50% total fees. Fees are negotiable.
Fee Estimator
Location
2821 West 7th Street Suite 550, Fort Worth, TX, 76107
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is the President and CEO of TCCR Holdings, Ltd., a registered representative of Valmark Securities, Inc., and a licensed insurance agent of TCCR Holdings, Ltd. and Executive Insurance Agency, Inc. He also spends minimal time writing a book.
Employment History
Current Registrations
The Capital Chart Room, LTD
Previous Registrations
Valmark Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
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.
Exams
More Advisors
- Chace Prothe, CFPThe Capital Chart Room, LTD
- Victor Heetai, CFPThe Capital Chart Room, LTD
- David Hopkins, CFPThe Capital Chart Room, LTD
- Minor Wallace, CFALuther King Capital Management Corporation
- Tyler Bartlett, CFP, ChFCFocus Partners Wealth, LLC
- Darius White, CFPPark Avenue Securities LLC