AH
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Amon Ainsley Holcomb

24 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
4,040 clients
Average Client Portfolio
$512K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees may be negotiable in certain instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6007 Washington Avenue, Ocean Springs, MS, 39564

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amon works full-time at Holcomb Wealth Management and Holcomb Tax Services. He also owns HF Properties LLC (real estate rental), is treasurer for Arbor Homeowners Association Inc. and Rotary Club, and provides investment advisory services through Verus Capital Partners LLC (full-time).

Employment History
Current Registrations
Verus Capital Partners, LLC
August 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Avantax Advisory Services
July 2006 - August 2021 · 15 yrs 1 mo
Avantax Investment Services, INC.Broker
October 2001 - August 2021 · 19 yrs 10 mos
State Registrations8 states
ALARFLGALAMSNVTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.