Brent Holt is a CFP-designated registered investment advisor at Springwater Advisors, LLC, based in Corpus Christi, TX, with 18 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 43 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Springwater Advisors charges a percentage of the value of your portfolio each quarter. The exact percentage depends on the type of investments and the amount you have invested. These fees are taken out of your account quarterly.
For equity and balanced portfolios:
- $1,000,001-$5,000,000: 1.00%
- $5,000,001-$15,000,000: 0.75%
- $15,000,001-$50,000,000: 0.50%
For fixed income - high income strategy portfolios:
- $1,000,000-$5,000,000: 0.75%
- $5,000,001-$15,000,000: 0.65%
- $15,000,001-$50,000,000: 0.50%
For fixed income – conservative strategy portfolios:
- $1,000,000-$15,000,000: 0.25%
- $15,000,001-$50,000,000: 0.15%
Location
800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX, 78401
Get directionsHistory
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
Brent is an independent life insurance agent since 2012, writing policies through BBA Life Brokerage and offering term, UL, and fixed annuities. He also raises funds for the London ISD Ed. Foundation, which is not investment related, and spends minimal time on the insurance activities.
Employment History
Current Registrations
Springwater Advisors, LLC
Herndon Plant Oakley LTD
Herndon Plant Oakley, LTD.Broker
Previous Registrations
Oxbow Advisors, LLC
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.