Judy Holt is a registered investment advisor at Truewealth Advisors, LLC, based in Hoover, AL, with 13 years of industry experience. Judy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 989 clients with $440M 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 $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
For portfolio management services using model portfolios on the Orion Communities platform, you will pay our standard portfolio management fee and will also pay a subscription fee of up to 0.70% depending on the model portfolio we select for your account. Your total advisory fee will not exceed 2% annually. Our advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
2000 Southlake Park, Suite 200, Hoover, AL, 35244
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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 →Other Business Activities
Judy is a Vice President at Central Alabama Cleaning Inc., handling bookkeeping, supply shopping, and cleaning duties. This takes a few hours per week outside of trading hours.
Employment History
Current Registrations
Truewealth Advisors, LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
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.