Antwann Holmes
Antwann Holmes is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Westminster, CO, with 11 years of industry experience. Antwann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2761 W. 120th Ave., Suite 200, Westminster, CO, 80234
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 →Other Business ActivitiesSells Insurance
Antwann works as a financial planner and insurance agent, dedicating full-time hours to these activities. He also serves as an independent investment advisor, also dedicating full-time hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Townsend
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Creative Planning
Townsend
Securities America, INC.Broker
Personal Capital Advisors Corporation
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
USAA Financial Advisors, INC.Broker
State Registrations1 state
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