Holder & Company, Inc. offers portfolio management services to individuals, trusts, and retirement portfolios. William Holder monitors investments and meets with clients quarterly to review accounts. The firm prioritizes investment suitability based on the client's risk tolerance.
Assets Under Management$35M
Clients49
Advisors1
Avg. per Client$720K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% is for equity-oriented accounts. Fixed income accounts: 0.75%. Cash management accounts: 0.5%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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