Overview
- Headquarters
- Champaign, IL
- Total Firm Assets
- $284 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
Fee Disclosure
Source: HOLDER WEALTH MANAGEMENT, INC. BROCHURE PART 2A (2025-03-27)
· View brochure text
Latest filing: HOLDER WEALTH MANAGEMENT, INC. BROCHURE PART 2A (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.75% |
| $2,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 76.22%
- Number of High-Net-Worth Clients
- 77
- Total Client Accounts
- 302
- Discretionary Accounts
- 302
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 170086
- HOLDER WEALTH MANAGEMENT, INC. BROCHURE PART 2A (2026-03-27) · View brochure text
- HOLDER WEALTH MANAGEMENT, INC. BROCHURE PART 2A (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗