Daniel Holdridge is a CFP-designated registered investment advisor at Wedmont Private Capital, based in Madison, WI, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 498 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wedmont Private Capital charges a flat quarterly fee of $3,750, which equals $15,000 per year, for ongoing financial planning combined with investment management services. Investment management is included at no additional fee as part of this ongoing service. Fees are paid quarterly and may be negotiable in certain cases.
Location
1574 W Broadway, Suite 200, Madison, WI, 53713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wedmont Private Capital
Previous Registrations
Savant Wealth Management
Wipfli Financial Advisors, LLC
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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