Quinton Holton
Quinton Holton is a CFP, ChFC-designated registered investment advisor at Holton & Kosanke Wealth Management, LLC, based in Kensington, MD, with 29 years of industry experience. Quinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Holton & Kosanke Wealth Management does not manage investments directly, but instead refers clients to third-party investment managers. These third-party managers charge an annual fee ranging from 0.50% to 2.00% of your portfolio's value, paid quarterly. Holton & Kosanke Wealth Management receives a portion of this fee, ranging from 0.25% to 1.25%, for ongoing consultation and coordination. The combined total advisory fee will never exceed 3.00% of your assets.
Location
Kensington, MD
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Quinton has been an independent insurance agent since 2006, offering insurance products and services through unaffiliated issuers and agencies. This activity takes about 10-20% of his time each month.
Employment History
Current Registrations
Holton & Kosanke Wealth Management, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations7 states
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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