John Holden is a CFA-designated registered investment advisor at Todd Asset Management LLC, based in Louisville, KY, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 70 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Todd Asset Management's fees are based on a percentage of the assets they manage. Here's a breakdown of the annual fees for different investment strategies:
- Large Cap Value Intrinsic: 0.60% of all assets in the account
- International Intrinsic Value: 0.80% of all assets in the account
- Intrinsic Value Opportunity: 0.80% of all assets in the account
- Intrinsic Value Opportunity 15: 0.80% of all assets in the account
- Global Intrinsic Value Equity Income: 0.60% of all assets in the account
- International Intrinsic Value Opportunity: 0.80% of all assets in the account
- Balanced: 0.50% on the first $10 million, then 0.35% of all assets exceeding $10 million
For Separately Managed Account Programs, the fee ranges from 0.40% to 0.65%. For Model Portfolios, the fee ranges from 0.25% to 0.40%.
Location
101 South 5th Street, Suite 3100, Louisville, KY, 40202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Todd Asset Management LLC
Previous Registrations
Todd Investment Advisors, INC.
Fort Washington Investment Advisors INC
State Registrations1 state
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