DH
DH

Druery Holloway

3 Years of Experience
Naperville, IL
Broker

Druery Holloway is a registered investment advisor at Missionsquare Wealth Management, based in Naperville, IL, with 3 years of industry experience. Druery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
164 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.70%
$100K - $500K0.65%
$500K - $1.0M0.60%
$1M+0.55%

This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Naperville, IL

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Missionsquare Wealth ManagementBroker
January 2025 - Present · 1 yr 4 mos
Missionsquare Retirement
January 2025 - Present · 1 yr 4 mos
Missionsquare Wealth Management
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Voya Financial Advisors, INC.
July 2024 - October 2024 · 3 mos
Voya Financial Advisors, INC.Broker
June 2024 - October 2024 · 4 mos
UBS Financial Services INC.
February 2013 - July 2014 · 1 yr 5 mos
UBS Financial Services INC.Broker
February 2013 - July 2014 · 1 yr 5 mos
Vanguard Marketing CorporationBroker
March 2012 - February 2013 · 11 mos
State Registrations2 states
CTIL
AdvisorBrokerBoth

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
No exam information available for this advisor.
Druery Holloway - Financial Advisor | TrueAdvisor