Brett Holmes is a CFA, CFP-designated registered investment advisor at Berman Mcaleer, based in Timonium, MD, with 13 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 649 clients with $1.8B 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 $2.5M | 1.00% |
| $2.5M - $7.5M | 0.75% |
| $7.5M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.20% |
A supplemental fee of 0.40% will be added for clients onboarded after January 1, 2025 with total assets under management less than our $1,500,000 minimum. This can be waived in the sole discretion of BMc. 529 plans and Fidelity Charitable asset accounts are charged 0.50% annually for an asset management fee regardless of the size of the account(s) or other portfolio assets. BMc also has an alternative tiered fee schedule with a starting point of 1.22% that was applied to legacy clients.
Fee Estimator
Location
9690 Deereco Road, Suite 800, Timonium, MD, 21093
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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 Activities
Brett is the Vice President of the Loyola Blakefield Alumni Association, dedicating minimal time to this role. He also works full-time as a Partner & Financial Advisor at Berman McAleer LLC and provides financial planning and wealth management services, and is part owner of Berman McAleer Partnership and Berman McAleer Holdings, LLC.
Employment History
Current Registrations
Berman Mcaleer
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations2 states
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