John Holtkamp is a CFA, CFP-designated registered investment advisor at Jhp Wealth Management, LLC, based in Centennial, CO, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 124 clients with $220M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. Concentrated stock positions may be excluded from the fee calculation.
Fee Estimator
Location
6500 S Quebec St, #215, Centennial, CO, 80124
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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
Jhp Wealth Management, LLC
Previous Registrations
Corex Portfolios, LLC
Private Capital Management, LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
State Registrations2 states
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.