Demetrius Felder
Demetrius Felder is a registered investment advisor at Holistic Planners, based in Washington, DC, with 21 years of industry experience. Demetrius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 51 clients with $14M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1901 Pennsylvania Avenue Nw, Suite 900, Pmb 202, Washington, DC, 20006
Get directionsHistory
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 ActivitiesSells Insurance
Demetrius is an insurance agent doing business as The Felder Group, selling fixed insurance products. He is also the founder and sole member of Life Is Great Enterprises, LLC, which provides stationery goods, training, publishing, and lecture/speaking services.
Employment History
Current Registrations
Holistic Planners
Previous Registrations
Commonwealth Financial Network
AXA Advisors, LLC
State Registrations2 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.