Holden Iverson is a registered investment advisor at Cynosure Group, LLC, based in Salt Lake City, UT. Holden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 127 clients with $6.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cynosure Capital Management offers two main advisory services, each with its own fee structure:
Base Portfolio Advisory Services:
- First $7,500,000: 0.70% per year
- $7,500,000 to $50,000,000: 0.50% per year
- Above $50,000,000: 0.35% per year
Multi-Asset Portfolio Advisory Services:
- First $7,500,000: 0.95% - 1.15% per year
- $7,500,000 to $50,000,000: 0.75% - 0.95% per year
- Above $50,000,000: 0.60% - 0.75% per year
These fees are calculated quarterly in advance. The advisory fees are negotiable.
If portfolio assets are allocated to internally managed strategies, clients will pay an additional 0.20% per year on liquid marketable securities.
Location
111 South Main Street, Suite 2350, Salt Lake City, UT, 84111-1929
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cynosure Group, LLC
State Registrations1 state
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