Holden Ziels is a CFP-designated registered investment advisor at Prestige Wealth Management, based in Southlake, TX, with 3 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 297 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prestige Wealth Management's fees are calculated as a percentage of the value of your portfolio, based on the average daily balance. The fee covers investment advisory services, transaction fees, platform provider fees, and model manager fees, if applicable. The maximum advisory fee will not exceed 2.50%. The specific annual fee schedule is identified in the contract between the advisor and the client.
Location
3120 Sabre Drive, Suite 160, Southlake, TX, 76092
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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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Holden works part-time at the Dallas Country Club as a valet, starting in January 2023. This takes a few hours per week.
Employment History
Current Registrations
Prestige Wealth Management
Previous Registrations
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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