Edward Holt
Edward Holt is a PFS-designated registered investment advisor at Global Trust Wealth Management LLC, based in West Palm Beach, FL, with 19 years of industry experience. Edward 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 91 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GTWM charges a fee based on the value of your portfolio. The maximum fee is 1.25% per year. The specific fee and minimum account size are negotiable based on factors like your potential future earnings, the amount you invest, and related accounts.
Location
515 N. Flagler Drive, Ste 1700, West Palm Beach, FL, 33401
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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
Edward is a tax partner at Nowlen, Holt & Miner, P.A., an accounting firm, since November 2003. He dedicates about a quarter of his time to this non-investment related activity.
Employment History
Current Registrations
Global Trust Wealth Management LLC
Previous Registrations
Global Trust
State Registrations1 state
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