Holder Wealth Management, Inc.

Financial Advisor in Champaign County, IL

Firm Info
Address: 2504 Galen Dr #105, Champaign, IL 61821, USA
Phone: (217) 398-4015

Firm Size
Assets Under Management: $202.6 million
# of Advisors: 2
# of Clients: 704
Client to Advisor Ratio: 352:1
Average Account Size: $287,763
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Holder Wealth Management Overview

Holder Wealth Management is a fee-only registered investment advisory firm based in Champaign, IL. Founded in 2018, the firm provides investment advice only with a focus on financial planning and portfolio management for individuals and small businesses. Holder Wealth Management prides itself on its fee-only structure, which means that their compensation is based solely on the advice they provide, rather than on the products they sell. This approach ensures that the firm always acts in the best interests of its clients. Holder Wealth Management's headquarters is located in Champaign, IL, but the firm serves clients across the country. Their team of experienced financial professionals works closely with clients to create personalized investment strategies that align with their unique goals and risk tolerance. As a fee-only firm, Holder Wealth Management is committed to transparency and always strives to provide the most cost-effective solutions for their clients. In addition to financial planning and portfolio management services, Holder Wealth Management also publishes periodicals and newsletters to keep clients informed and up-to-date on the latest industry trends and market developments. Overall, the firm is dedicated to helping individuals and small businesses achieve financial security and success.

billing fixed retainer commission-based compensation HOLDER WEALTH MANAGEMENT specializes in providing expert financial advisory services to a diverse range of clients. The firm caters to individuals, high net worth individuals, pension or profit sharing plans, and various other corporation types. The firm's seasoned team of financial experts doesn't discriminate and is committed to providing strategic advice that is tailored to meet the specific needs of each client. HOLDER WEALTH MANAGEMENT offers diverse fee structures, which are mainly determined by the services provided. Clients can choose from percentage of AUM, hourly billing, fixed retainer; and commission-based compensation in certain cases. Percentage of AUM refers to an advisory fee that is calculated based on the market value of assets under management. Hourly billing entails charging clients for the amount of time spent addressing their specific needs or concerns. The fixed retainer fee structure gives clients the freedom to pay a flat monthly or yearly fee for ongoing advisory services. The commission-based compensation structure is paid when there is a transacting party that buys or sells in the process of investing. HOLDER WEALTH MANAGEMENT's flexible fee structures are designed with clients' best interests in mind and help maintain transparency in the advisory relationship.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of HOLDER WEALTH MANAGEMENT does not mention anything about investment minimums. Therefore, it is unclear what their investment minimum requirement is for potential clients. It is recommended to contact them directly to inquire about any investment minimums they may have.

How This Office Can Help Champaign County, IL Residents

Holder Wealth Management, Inc. is dedicated to helping clients in Champaign County, IL regain control of their financial future. They provide personalized financial advice to clients who are often dealing with specific financial situations, such as: managing debt, preparing for retirement, saving for college, or protecting their assets. Holder Wealth Management, Inc. provides a comprehensive range of services, including: investment management, financial planning, retirement planning, estate planning, risk management, tax planning, and more. They take the time to understand each client’s unique financial situation and customize a plan that is tailored to their specific needs, goals, and risk tolerance. Whether you are just starting out, or nearing retirement, Holder Wealth Management, Inc. can help you make informed financial decisions that will set you on the path to financial stability and success.


Services Offered by Holder Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Holder Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2504 Galen Dr #105, Champaign, IL 61821, USA
Phone (217) 398-4015
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Holder Wealth Management is registered to service clients in the following states:

  • Illinois

Disciplinary History

Holder Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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