Isaac Holton is a registered investment advisor at Holton & Kosanke Wealth Management, LLC, based in Kensington, MD. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Holton & Kosanke Wealth Management does not manage investments directly, but instead refers clients to third-party investment managers. These third-party managers charge an annual fee ranging from 0.50% to 2.00% of your portfolio's value, paid quarterly. Holton & Kosanke Wealth Management receives a portion of this fee, ranging from 0.25% to 1.25%, for ongoing consultation and coordination. The combined total advisory fee will never exceed 3.00% of your assets.
Location
Kensington, MD
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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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Current Registrations
Holton & Kosanke Wealth Management, LLC
State Registrations7 states
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.
Exams
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