JH

Jeffrey Macdonald Holt

34 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$200K
Minimum Annual Fee:$1,000
Financial Plan Fee:$500 - $25,000
Hourly Rate:$300/hr

FMN offers investment advisory services for a percentage of assets under management, hourly charges, quarterly charges, and fixed fees. These fees are negotiable. Clients who participated under Management prior to July 1, 2002, are subject to a minimum annual fee of $1,000. Financial planning fees range from $500 to $25,000. Quarterly consulting fees also range from $500 to $25,000 annually. Hourly consulting is $300 per hour. Quicken consulting ranges from $300 to $500. Quicken Bookkeeping Consulting ranges from $500 to $3,500 per month. QuickBooks Bookkeeping Consulting ranges from $125 to $500 per month. Income tax preparation fees vary depending on the complexity of the returns.

Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

26041 Acero, Mission Viejo, CA, 92691

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 1988
Other Business ActivitiesSells Insurance

Jeffrey is licensed to sell life insurance.

Employment History
Current Registrations
Financial Management Network INC
November 2009 - Present · 16 yrs 2 mos
Fmn Capital CorporationBroker
October 2009 - Present · 16 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - October 2003 · 6 yrs 3 mos
Citigroup Global Markets INC. Broker
March 1988 - October 2003 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 1985 - March 1988 · 3 yrs 1 mo
State Registrations8 states
AZCAGAIDNCORTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Macdonald Holt - Financial Advisor | AdvisorDiscover