Daniel Holt is a registered investment advisor at Holt Investment Partners LLC, based in Newport Beach, CA, with 3 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Fees may be negotiable based on household size, account complexity, or pre-existing relationships.
Fee Estimator
Location
302 1/2 Marine Ave, Newport Beach, CA, 92662
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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.
Learn about disclosures →Other Business Activities
Daniel is a referee for youth basketball leagues through the Employee-South Orange County Basketball Officials' Association. This activity, which started in September 2024, takes a few hours per week on weekends.
Employment History
Current Registrations
Holt Investment Partners LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. 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.