Jonathan Holt
Jonathan Holt is a CFP-designated registered investment advisor at Integrated Planning & Investments, based in Clovis, CA, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 218 clients with $110M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
1606 Clovis Ave., Clovis, CA, 93612
Get directionsHistory
Regulatory History (1)
Criminal
January 2011Other Business ActivitiesSells Insurance
Jonathan is involved in several outside business activities, including fixed insurance sales (LTC, Health, DI, Life, Annuities), board memberships, event coordination, and real estate sales. He also works as a partner/tax advisor at Integrated CPA Group LLP and co-owns rental properties, dedicating minimal time to each activity.
Employment History
Current Registrations
Integrated Planning & Investments
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations3 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.