Jody Holt is a registered investment advisor at Holt Wealth Management LLC, based in Borger, TX, with 10 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 26 clients with $6.2M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable and a flat annual fee may be charged.
Fee Estimator
Location
613 Deahl St, Borger, TX, 79007
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2022Criminal
January 2000Other Business Activities
Jody works in outside sales for Gerald's Office Products, overseeing furniture projects and assisting with other operations. This takes about a quarter of Jody's time, with half of that time occurring during trading hours.
Employment History
Current Registrations
Holt Wealth Management LLC
Previous Registrations
Kenai Investments, INC.
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.