Brent Holt
Brent Holt is a CFP-designated registered investment advisor at Springwater Advisors, LLC, based in Corpus Christi, TX, with 18 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 30 clients with $75M 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Rates shown are for Equity & Balanced strategy. Fixed Income strategies have lower rates starting at 0.25% or 0.75%. All fees are negotiable.
Fee Estimator
Location
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX, 78401
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
Brent is an independent life insurance agent since 2012, writing policies through BBA Life Brokerage and offering term, UL, and fixed annuities. He also raises funds for the London ISD Ed. Foundation, which is not investment related, and spends minimal time on the insurance activities.
Employment History
Current Registrations
Springwater Advisors, LLC
Herndon Plant Oakley LTD
Herndon Plant Oakley, LTD.Broker
Previous Registrations
Oxbow Advisors, LLC
State Registrations15 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.
Exams
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