Holder Wealth Management (HWM) offers investment strategy, portfolio management, financial planning, and estate planning services. HWM manages client accounts on a discretionary basis, investing in securities based on the client's objectives and risk tolerance. HWM also provides hourly fee-based investment consulting, offering investment evaluations and recommendations. HWM's clients include individuals, high-net-worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, corporations, and other legal entities.
Assets Under Management$240M
Clients291
Advisors4
Avg. per Client$840K
Avg. per Advisor$61M
www.holderwealthmgt.com ·www.linkedin.com/company/holder-wealth-manageme... ·www.facebook.com/holderwealth
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for portfolios greater than or equal to $2,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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