Holt Investment Advisors offers investment advice to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Holt Investment Advisors creates portfolios using stocks, bonds, exchange traded funds, mutual funds, and outside private money managers. Portfolios are tailored to the client's goals, risk tolerance, and time frame and reviewed at least quarterly.
Assets Under Management$22M
Clients24
Advisors1
Avg. per Client$910K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.20% |
| $150K - $400K | 1.00% |
| $400K - $750K | 0.75% |
| $750K - $1.1M | 0.50% |
| $1.1M+ | Included |
Amounts over $1.1 million are billed based on performance (IRR*.001). The minimum annual fee is $1,800.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...