Todd Holt is a registered investment advisor at Avantax Planning Partners, INC., based in Delta, UT, with 3 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
655 E Days Ave., Delta, UT, 84624
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is the President of Holt & Company, providing accounting and tax services (nearly full-time), and an Investment Advisor Representative at Avantax Planning Partners Inc (about a quarter of his time). He is also a member of T&N Enterprises, LLC and CUBC LLC (commercial real estate rental), and a Director at 3H Inc (employee leasing).
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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