Charles Holder is a registered investment advisor at Holder Wealth Management, based in Champaign, IL, with 12 years of industry experience. Charles 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.
Learn about disclosures →Other Business Activities
Charles operates a legal practice as a sole proprietor under the name 'CBH Attorney at Law,' specializing in estate planning, small business formation, real estate law, and taxation issues. He dedicates a few hours per week to this business, some of which occur during trading hours.
Employment History
Current Registrations
Holder Wealth Management
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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