Kristen Holt is a registered investment advisor at Cottonwood Capital Advisors, based in Irving, TX, with 16 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 204 clients with $290M 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $7.0M | 0.30% |
| $7.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Cottonwood Capital Advisors’ typical fee schedule within the PPS Custom program. All Cottonwood Capital Advisors advisory program fees are negotiable.
Fee Estimator
Location
105 Decker Court Suite 730, Irving, TX, 75062
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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 →Other Business ActivitiesSells Insurance
Kristen is a co-owner of Cottonwood Ventures, LLC, a private entity facilitating securities, advisory, and insurance business since 2022. This takes nearly all of Kristen's time during business hours.
Employment History
Current Registrations
Cottonwood Capital Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Prospera Financial Services, INC.Broker
Morgan StanleyBroker
State Registrations1 state
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.