Holden Wealth Management provides financial planning, which results in a written plan, and portfolio management services. For portfolio management, Holden Wealth Management creates a customized mutual fund portfolio for each client. They also offer advice on qualified plan accounts for business clients. Holden Wealth Management's services are tailored to each client's needs.
Assets Under Management$18M
Clients1
Advisors1
Avg. per Client$18M
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Holden Wealth Management's fee for portfolio management is a percentage of the value of your investments, and it is negotiable up to 2.00% annually. The fee is collected monthly in advance. This fee does not include brokerage commissions or other transaction fees.
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