Jonathan Holt
Jonathan Holt is a CFP-designated registered investment advisor at Integrated Planning & Investments, based in Clovis, CA, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 218 clients with $110M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Total fees will never exceed 3% of assets under management per year.
Fee Estimator
Location
1606 Clovis Ave., Clovis, CA, 93612
Get directionsHistory
Regulatory History (1)
Criminal
January 2011Other Business ActivitiesSells Insurance
Jonathan is involved in several outside business activities, including fixed insurance sales (LTC, Health, DI, Life, Annuities), board memberships, event coordination, and real estate sales. He also works as a partner/tax advisor at Integrated CPA Group LLP and co-owns rental properties, dedicating minimal time to each activity.
Employment History
Current Registrations
Integrated Planning & Investments
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations3 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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