Aaron Holder
Aaron Holder is a CFP-designated registered investment advisor at Gwn Securities INC., based in San Antonio, TX, with 16 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37,793 clients with $4.8B 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Schedule represents the standard GWN Managed Account Program. Other programs such as Premier, Total Access, and FMAX have separate fee schedules or negotiable rates up to 2.00%.
Fee Estimator
Location
San Antonio, TX
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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 ActivitiesSells Insurance
Aaron is an insurance agent offering life, health, and fixed annuity insurance, dedicating about a quarter of his time to this. He also owns Pure Talent Sports, advising families on high school athlete recruitment, and works full-time as a Financial Professional for Legacy Retirement & Investment Services.
Employment History
Current Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Previous Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Legend Advisory Corporation
Legend Equities CorporationBroker
Isc Advisors, INC.
Institutional Securities CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Bbva Compass Investment Solutions, INCBroker
State Registrations4 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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