Tyler Kiepke is a registered investment advisor at Holden Family Office, LLC, based in North Palm Beach, FL, with 5 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management. Their firm serves 60 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For investment management, Holden Family Office generally charges 1% to 2% per year of the assets they manage. This fee is calculated monthly in advance based on the average market value of your investments. There is a minimum monthly fee of $1,666.67. Fees may be negotiable.
Location
North Palm Beach, FL
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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.
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Tyler is a managing member of Eleven Two Investments LLC, engaging in investment activities involving managing and trading future contracts, dedicating about 10-20% of his time. He also owns Kiepke Family LLC and The Kiepke Group LLC, spending minimal time on each.
Employment History
Current Registrations
Holden Family Office, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management 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.