Erik Holt is a registered investment advisor at Osaic Wealth, INC., based in Boerne, TX, with 9 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
105 Falls Court, Suite 400, Boerne, TX, 78006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erik works as a Registered Assistant and RIA for SagePoint Financial through Holt Financial Group LLC, dedicating nearly full-time hours to this role. He also serves as a General Board Member for Boerne Soccer Club, a non-profit youth soccer program, spending a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 states
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