Scott Holt is a CFP-designated registered investment advisor at Edward Jones, based in Yakima, WA, with 17 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
4001 Summitview Ave Suite 23, Yakima, WA, 98908-2953
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2016Customer Dispute
December 2010Other Business Activities
Scott owns a rental property in Coeur d'Alene, ID, and is an owner in L10 Investments LLC. He spends minimal time on these activities, as a property manager handles the day-to-day responsibilities for the rental property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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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