Will Holdren is a registered investment advisor at Xception Family Office, based in Atlanta, GA. Will operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 28 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Xception Family Office offers wealth management services that include investment management. The annual fee for managing your investments ranges from 0.35% to 1.00% of the value of your account. Xception generally requires $5,000,000 in investable assets but makes exceptions on a case-by-case basis.
Location
5901 Peachtree Dunwoody Rd, Building C, Suite 160, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Xception Family Office
State Registrations1 state
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Exams
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