Holder Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and other entities. The registered investment advisor manages portfolios on a discretionary basis, meaning Holder Wealth Management makes trades on your behalf based on your risk tolerance and financial goals. The firm heavily utilizes research and funds from Dimensional Fund Advisors, generally following a long-term, buy-and-hold strategy using index and mutual funds. In addition to ongoing portfolio management, Holder Wealth Management offers hourly investment consulting and financial planning services. Clients can also receive assistance with estate planning and have access to affiliated tax and accounting services. Holder Wealth Management does not have a minimum account size requirement to open an account, though typical clients have around $100,000 in investment assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees for portfolios of $2,000,000 and above are negotiable. The firm may discount or negotiate fees at its discretion.