Holden Clendaniel is a registered investment advisor at 360 Ira, based in St. Charles, MO, with 5 years of industry experience. Holden 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
360 IRA offers investment management services and charges an annual fee based on the value of your portfolio, up to 1%. This fee is negotiable. Fees are billed quarterly. 360 IRA may also recommend third-party managers, in which case you'll pay fees according to the third-party manager's fee schedule. 360 IRA receives a portion of the third-party manager's fee as a referral fee.
Location
2225 Bluestone Drive, St. Charles, MO, 63303
Get directionsHistory
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 ActivitiesSells Insurance
Holden works as an insurance agent, providing insurance sales and services. This activity takes about 10-20% of his time.
Employment History
Current Registrations
360 Ira
Previous Registrations
TD Ameritrade, INC.Broker
State Registrations4 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.