Victoria Holt is a CFP-designated registered investment advisor at True Blue Financial, LLC, based in Stevensville, MI, with 16 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 734 clients with $190M 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 | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances.
Fee Estimator
Location
7889 Red Arrow Highway, Stevensville, MI, 49127
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
Victoria is a registered representative with LPL Financial LLC, selling securities and variable insurance products, and an investment adviser representative with True Blue Financial, LLC, providing investment advice and insurance services. She also works with True Blue Tax, LLC, and is an independent insurance agent selling fixed insurance products; these activities take about 10-20% of Victoria's time, nearly full-time, minimal time, and minimal time, respectively.
Employment History
Current Registrations
True Blue Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations2 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.