Daniel Holder is a CFP, PFS-designated registered investment advisor at Holder Wealth Management, based in Champaign, IL, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 302 clients with $280M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees for portfolios of $2,000,000 and above are negotiable. The firm may discount or negotiate fees at its discretion.
Fee Estimator
Location
2504 Galen Drive, Suite 105, Champaign, IL, 61821
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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.
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Daniel is the president of Daniel Holder & Associates, Inc., a public accounting firm he founded in 2001. He works as a certified public accountant and prepares tax returns, dedicating about half of his time to this business.
Employment History
Current Registrations
Holder Wealth Management
Previous Registrations
Ruedi Holder & Associates, INC.
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
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