Albert Holt is a CFP-designated registered investment advisor at Von Holt Financial Advisors, INC., based in Palatine, IL, with 23 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 64 clients with $110M 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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable to the extent that the level of assistance differs significantly from the norm.
Fee Estimator
Location
50 N. Brockway Street, Suite 4-5, Palatine, IL, 60067
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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 →Employment History
Current Registrations
Von Holt Financial Advisors, INC.
State Registrations1 state
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