Christopher Holden is a registered investment advisor at Imperium Wealth Management, LLC, based in San Antonio, TX, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. 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.
Fee Estimator
Location
112 East Pecan St., Suite 2910, San Antonio, TX, 78205
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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
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