Robert Holt, is a CFA-designated registered investment advisor at Holt Capital Partners, L.P., based in Fort Worth, TX, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 130 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holt Capital Advisors typically charges between 0.50% to 1.00% of the assets they manage each year, depending on the investment strategy.
- Active Indexing (Core Equity, Dividend Focused Equity, SMid Cap Equity and Fixed Income):
- 0.500% annually on the first $5,000,000
- 0.375% annually on amounts between $5,000,000 and $25,000,000
- 0.250% annually on amounts over $25,000,000
- Inflation Hedge:
- 1.000% annually on the first $2,000,000
- 0.750% annually on amounts between $2,000,000 and $10,000,000
- 0.500% annually on amounts over $10,000,000
- Active Equity:
- 1.000% annually on amounts up to and including $2,000,000
- 0.750% annually on amounts between $2,000,000 and $10,000,000
- 0.500% annually on amounts over $10,000,000
- Short Term U.S. Treasuries:
- 0.250% annually on market value of bonds and cash
- Equilibrium Stock Fund, L.P.:
- 1.00% annually on each investor’s capital account balance up to and including $2,000,000
- 0.50% annually on each investor’s capital account balance in excess of $2,000,000
Location
301 Commerce Street, Suite 1430, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Holt Capital Partners, L.P.
Previous Registrations
Holt Capital Advisors, L.P.
State Registrations1 state
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