Caroline Holloway is a CFP-designated registered investment advisor at Ars Wealth Advisors, based in Gainesville, FL, with 23 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,071 clients with $1.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are potentially negotiable. Legacy assets from Holloway Wealth Management are billed in arrears at 1.5% on the first $1 million and 0.50% above $1 million.
Fee Estimator
Location
5225 SW 91st Terrace, Gainesville, FL, 32608
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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
Caroline is the owner of Bishop Real Estate LLC. This activity is not investment-related.
Employment History
Current Registrations
Ars Wealth Advisors
Previous Registrations
Holloway Wealth Management, LLC
Capital Analysts, Incorporated
Valmark Advisers, INC.
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
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