William Holden
William Holden is a registered investment advisor at Manning & Napier Advisors, LLC, based in Fairport, NY, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,469 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Manning & Napier Advisors offers several investment strategies with varying fees. Here's a summary of some of the options:
- Objectives-Based Strategies and Core US Equity: 1.35% on the first $1,000,000, decreasing to 1.00%, 0.85%, and 0.70% for higher amounts. Minimum account size is $100,000 (Conservative Growth requires $200,000), with a $1,500 minimum annual fee.
- Strategic Income Objective: 1.05% under $2,000,000, decreasing to 0.95% and 0.90% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Managed ETF Portfolio (MEP): 0.90% under $500,000, decreasing to 0.75% and 0.65% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
- Disciplined Value Objective: 0.75% on the first $2,000,000, decreasing to 0.65%, 0.55%, and 0.50% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
Fixed income strategies have different fee structures and minimums.
Location
290 Woodcliff Drive, Fairport, NY, 14450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC and owns rental property. He also serves in various roles for organizations such as St. Petersburg Free Clinic, Boy Scouts of America, Leadership Florida Finance Committee, City of St. Petersburg Investment Oversight Committee, St. Petersburg Economic Development Corporation, St. Anthony's Hospital, and SouthState Bank.
Employment History
Current Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.
Manning & Napier Investor Services, INC.Broker
Previous Registrations
B. C. Ziegler and CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Lancaster Pollard & CO.Broker
State Registrations19 states
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