Kevin Holt
Kevin Holt is a CFP-designated registered investment advisor at Market Street Wealth Management, based in Glen Mills, PA, with 25 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,052 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Market Street Wealth Management charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:
- Up to $1,000,000: 1.00% - 1.25%
- $1,000,001 to $2,000,000: 0.85% - 1.00%
- $2,000,001 to $5,000,000: 0.75% - 0.85%
- $5,000,000 and over: 0.60% - 0.75%
Fees may be negotiable.
Location
Glen Mills, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Kevin is the Vice President of Market Street Wealth Management, LLC, an investment advisory business. He also has interests in several other businesses including insurance sales (Medicare, P&C, annuities, life insurance, and long-term care), tax preparation, real estate rental property, and a youth hockey training business.
Employment History
Current Registrations
Market Street Wealth Management
USA Financial Securities LLCBroker
Previous Registrations
USA Financial Securities Corporation
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.