Erin Holt is a CFP-designated registered investment advisor at F L Putnam Investment Management CO., based in Reston, VA, with 7 years of industry experience. Erin 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 3 more. Their firm serves 2,563 clients with $7.7B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
11911 Freedom Drive, Suite 730, Reston, VA, 20190
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
Erin is an insurance agent since 2022, dedicating minimal time to this activity. She also volunteers with the Foundation for Financial Planning, providing pro-bono financial planning a few hours per week.
Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Aog Wealth Management
Kalos Capital, INC.Broker
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.