Charles Holt is a registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 36 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Estate Planning, Insurance Planning, and 3 more. Their firm serves 1,751 clients with $3.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees for existing clients and Family Office clients may vary. Fees may be negotiated with new advisors joining the firm.
Fee Estimator
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2021Customer Dispute
March 2020Customer Dispute
May 1995Other Business Activities
Charles is a partner in Hunt Valley Partners, an investment partnership, since 2017. He dedicates minimal time to this activity and is strictly an investor for personal purposes only.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.