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Ingrid Holder

Valley National Advisers INC
8 Years of Experience
Bethlehem, PA
1 DisclosureBroker
View SEC Summary
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Ingrid Holder is a registered investment advisor at Valley National Advisers INC, based in Bethlehem, PA, with 8 years of industry experience. Ingrid is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 1,391 clients with $1.3B in assets under management.

Valley National Advisers INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,391 clients
Average Client Portfolio
$942K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.55%
$10M+0.40%

Fees are negotiable. Cash is included in chargeable assets. Accounts held directly at American Funds or Nationwide Advisory Solutions are subject to an annual percentage not to exceed 1%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1655 Valley Center Parkway, Suite 100, Bethlehem, PA, 18017

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History

Regulatory History (1)
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Financial
March 2026
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ingrid is a board member for Kids Peace, a charitable organization, since July 2023. She spends minimal time volunteering at fundraisers and developing relationships with sponsors.

Employment History
Current Registrations
Valley National Advisers INC
November 2023 - Present · 2 yrs 11 mos
Valley National Investments, INC.Broker
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - November 2023 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - November 2023 · 4 yrs 1 mo
PNC Investments
December 2018 - September 2019 · 9 mos
PNC InvestmentsBroker
December 2017 - September 2019 · 1 yr 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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