Wesley Holt
Wesley Holt is a registered investment advisor at Littlejohn Financial Services INC, based in Salem, OR, with 16 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 560 clients with $170M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Certain legacy clients may have fee schedules that differ than the schedule above. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1695 Commercial St. SE, Salem, OR, 97302
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
Wesley is a member of Holt Commercial LLC, managing his office building, and the president of Vantage Point Advisors, Inc., providing bookkeeping and payroll services. He is also a licensed insurance agent, dedicating about 10-20% of his time to this activity, and a health coach, spending minimal time on this activity.
Employment History
Current Registrations
Littlejohn Financial Services INC
Previous Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
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.