Mark Holdwick is a CFP-designated registered investment advisor at The Monitor Group, INC., based in Martinez, GA, with 5 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 174 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The standalone investment management fee ranges from 0.50% (half of 1%) to 1.25% per year and is negotiable. Comprehensive planning clients pay a fixed annual fee rather than an asset-based percentage.
Fee Estimator
Contact
Mark Holdwick
Location
534 Blackburn Drive, Martinez, GA, 30907
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 →Employment History
Current Registrations
The Monitor Group, INC.
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
More Advisors
- Paul Mcnair, CFPThe Monitor Group, INC.
- Anthony Gallo, CFPCetera Investment Advisers LLC