Larry Holder is a registered investment advisor at Strategic Financial Concepts, LLC, based in Boerne, TX, with 51 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
Boerne, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Strategic Financial Concepts, LLC
Previous Registrations
LPL Financial LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Ameritas Investment CORP.Broker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Washington Square Securities, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
Transamerica Fund Sales, INC.Broker
State Registrations1 state
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