James Jude Holtzman
JH
CFP

James Jude Holtzman

21 Years of Experience

Firm Information

James Jude Holtzman
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
216 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$335.4M

Fee Structure

Minimum Investment:$300K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.90%
$500K - $1.0M0.85%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Financial Plan Fee:$500 - $10,000
Hourly Rate:$25 - $300/hr

Legend Financial Advisors charges fees for financial planning and investment management services. Annual financial planning fees range from $500 to $10,000, billed semi-annually or quarterly in advance. Hourly financial planning fees range from $25 to $300 per hour depending on staff member. Investment management fees are calculated quarterly based on assets under management. They generally accept clients with a minimum of $300,000 in investable assets, but this may be waived. There is also a grandfathered fee calculation that they will be converting to the current fee schedule over the next 12 months.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning
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Advisor Information

Office location

5700 Corporate Drive, Suite 350, Pittsburgh, PA, 15237

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James Jude Holtzman
JH
Contact
James Jude Holtzman
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
Legend Financial Advisors INC
April 2004 - Present · 21 yrs 9 mos
Previous Registrations
Emergingwealth Investment Management, INC.
October 2009 - March 2024 · 14 yrs 5 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
James Jude Holtzman
JH
Contact
James Jude Holtzman