Holder Wealth Management, Inc. is a large advisory firm based in Champaign. It manages $129.4 million of regulatory assets for 582 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Illinois.
Holder Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Holder Wealth Management, Inc. is $129.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Holder Wealth Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Charles Bartholow Holder is high net worth individuals with 37 clients and $79.6 million of assets under management. Among the 9 most similar advisory firms, Holder Wealth Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $128.4 million for 229 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Holder Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Charles Bartholow Holder has been acting as President since 1 Jan 2015. Virginia Bartholow Holder joined the executive team most recently as the Shareholder.
The principal office where Holder Wealth Management, Inc. performs its advisory services is located at 2504 Galen Drive, Champaign, IL 61821, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 217-398-4015 or by fax 217-398-4014. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at holderwealthmgt.com/ and its LinkedIn profile.