AH
CFP
AH
CFP

Abigail Caso Holmes

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
177 advisors
Number of Clients
4,540 clients
Average Client Portfolio
$13.7M average
Assets Under Management
$62.0B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.25%
$5.0M - $10.0M1.10%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.80%
$50M+0.70%

Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$25,000
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Location

1900 Reston Metro Plaza, Ste. 1900, Reston, VA, 20190

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cresset Asset Management, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Brightside Partners
November 2019 - June 2024 · 4 yrs 7 mos
Wms Partners, LLC
August 2017 - November 2019 · 2 yrs 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Abigail Caso Holmes - Financial Advisor | TrueAdvisor