Derek Holt
Derek Holt is a registered investment advisor at World Investment Advisors, LLC, based in Lehi, UT, with 1 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
149 N 1200 E, Lehi, UT, 84043
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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 ActivitiesSells Insurance
Derek is a licensed insurance agent for Redstone Advisors LLC, evaluating life insurance needs for clients and potentially selling life insurance, dedicating minimal time to this. He also owns D.L. Holt & Company, offering financial coaching services, which takes about 10-20% of his time.
Employment History
Current Registrations
World Investment Advisors, LLC
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.