How does the advisor help clients – Key Takeaways:
HOLDER & COMPANY, INC. is a financial firm that specializes in providing expert financial advice to its clients. With years of experience and a team of highly qualified professionals, HOLDER & COMPANY, INC. is equipped to handle various financial situations and provide tailored solutions for each client’s unique needs.
Facts and Insights
HOLDER & COMPANY, INC. has been in business for over 20 years, and currently has 50 advisors under its employment. According to publicly available data, HOLDER & COMPANY, INC.’s assets under management are estimated at $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50 | 20+ years |
Financial Services Offered
HOLDER & COMPANY, INC. offers a wide range of financial services such as financial planning, investment management, retirement planning, tax planning, and estate planning. Their team of experts works closely with clients to understand their financial goals and provide customized solutions to help them achieve those goals.
Client Types
HOLDER & COMPANY, INC. caters to a diverse range of clients including individuals, families, and businesses. Their services are tailored to meet the unique financial needs and goals of each client, regardless of their age, income, or financial experience.
Fees & Compensation
HOLDER & COMPANY, INC. follows a transparent fee structure and clearly communicates all fees and charges to their clients. They offer various fee structures, including hourly fees, asset-based fees, and a combination of both. The firm believes in aligning their fees with their clients’ interests, and therefore, they do not charge commissions on any products.
Background
HOLDER & COMPANY, INC. was founded in 1999 by John Holder, a well-respected financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown significantly and has established itself as a trusted and reliable financial advisor for clients.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is essential to understand their background and any previous regulatory or legal actions against them. HOLDER & COMPANY, INC. encourages clients to research their advisors through FINRA’s BrokerCheck and verify their qualifications, licenses, and any disclosures before entering into an agreement.