Holton & Kosanke Wealth Management is a registered investment advisor based in Tucson, Arizona, founded in 2017. The firm offers comprehensive and modular financial planning services covering areas such as cash flow and budgeting, college education funding, retirement planning, risk management, tax planning strategies, estate planning, and divorce planning. In addition to personal financial planning, Holton & Kosanke Wealth Management provides educational workshops, business consulting, and retirement plan consulting for plan sponsors under federal retirement plan rules. While the firm does not directly manage investment portfolios itself, it assists clients in selecting and reviewing pre-screened third-party investment managers who take discretion over client accounts. Holton & Kosanke Wealth Management is owned and operated by Quinton Holton, III and Peter G. Kosanke, Jr., both of whom hold the Certified Financial Planner designation and are also licensed insurance agents.
Fee Structure
Holton & Kosanke Wealth Management does not manage investments directly, but instead refers clients to third-party investment managers. These third-party managers charge an annual fee ranging from 0.50% to 2.00% of your portfolio's value, paid quarterly. Holton & Kosanke Wealth Management receives a portion of this fee, ranging from 0.25% to 1.25%, for ongoing consultation and coordination. The combined total advisory fee will never exceed 3.00% of your assets.