Holt Investment Partners offers investment management services tailored to each client's needs. The firm manages portfolios based on client's goals, risk tolerance, and financial situation. Holt Investment Partners acts as a legal fiduciary, putting client interests first. The firm offers both discretionary and non-discretionary portfolio management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.holtinvestmentpartners.com ·www.linkedin.com/company/holt-investment-partners ·www.instagram.com/holtinvest
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Fees may be negotiable based on household size, account complexity, or pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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