Eric Holt is a CFA-designated registered investment advisor at Bok Financial Private Wealth, INC., based in Denver, CO, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management. Their firm serves 733 clients with $3.2B 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable at the Firm's discretion. Breakpoints apply to relationships exceeding $1 million.
Fee Estimator
Location
1600 Broadway, 4th Floor, Denver, CO, 80202
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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
Bok Financial Private Wealth, INC.
Previous Registrations
7258 Wealth Management, INC.
Srs Capital Advisors, INC.
Alliancebernstein L.P.
Carnick & Company, Incorporated
State Registrations6 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.