Holt Wealth Management provides investment advice and manages investment portfolios for individuals. Holt Wealth also offers financial planning services, which include a review of your financial situation, goals, and risk tolerance. Holt Wealth also offers tax preparation and filing services. Investment advice is tailored to meet individual client needs and investment objectives.
Assets Under Management$6.2M
Clients26
Advisors1
Avg. per Client$240K
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable and a flat annual fee may be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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