Kairene Holgate
Kairene Holgate is a registered investment advisor at Veritas Wealth Management LLC, based in Charleston, SC, with 13 years of industry experience. Kairene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 3 more. Their firm serves 127 clients with $26M 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 $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Wealth Management fee and minimum may be modified based on the nature of services to be provided, types of investments, portfolio makeup, and/or the complexity of the client’s situation.
Fee Estimator
Location
5900 Core Rd. Suite 201, Charleston, SC, 29406
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
Kairene is a Vice President/Advisor with Veritas Wealth Management, dedicating nearly full-time hours and owning 50% of the business. She is also a registered representative with Fortune Financial Services and an independent insurance agent selling fixed and indexed insurance products, both on an as-needed basis.
Employment History
Current Registrations
Veritas Wealth Management LLC
Fortune Financial Services, INC.Broker
Previous Registrations
Veritas Wealth Management LLC
Coastal Investment Advisors
Coastal Equities, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Securian Financial Services, INC.Broker
State Registrations1 state
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.