Christopher Holden
Christopher Holden is a registered investment advisor at Imperium Wealth Management, LLC, based in San Antonio, TX, with 22 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 186 clients with $260M 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 $750K | 1.15% |
| $750K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees are negotiable under special circumstances. New clients are subject to an initial minimum fee of $2,250 for the first quarter. Wrap program participants are subject to a $9,000 minimum annual fee.
Fee Estimator
Location
112 East Pecan St., Suite 2910, San Antonio, TX, 78205
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 →Employment History
Current Registrations
Imperium Wealth Management, LLC
Previous Registrations
Summit Wealth Management,inc
Summit Wealth Management, INC
Summit Wealth Management,inc
Wall Street Services, INC.
State Registrations1 state
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
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