Victoria Holt
Victoria Holt is a CFP-designated registered investment advisor at True Blue Financial, LLC, based in Benton Harbor, MI, with 17 years of industry experience. Victoria is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 575 clients with $270M 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 - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable based on asset amount, range of investments, and complexity. Cash positions are included in asset calculations. Other programs available through third parties such as LPL Financial.
Fee Estimator
Location
667 West Main, Suite A, Benton Harbor, MI, 49022
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.
Exams
More Advisors
- Lucas Brown, CFPTrue Blue Financial, LLC