William Holder
William Holder is a CFA-designated registered investment advisor at Holder & Company, INC., based in Princeton, MA, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 49 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates vary by asset type: 1.00% for equity accounts, 0.75% for fixed income accounts, and 0.50% for cash management accounts. Fees are negotiable.
Fee Estimator
Location
Princeton, MA
Get directionsHistory
Regulatory History (2)
Civil Bond
June 2004Regulatory
March 1997Other Business Activities
William is a Trustee of Trust Funds for the Town of Princeton, Massachusetts, since May 2022. This unpaid volunteer position involves investment-related duties and reviewing accounting statements, laws, and regulations, taking minimal time.
Employment History
Current Registrations
Holder & Company, 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.