Householder Group Estate & Retirement Specialists
Assets Under Management
$277.4M
Number of Clients
1,110
Number of Advisors
6
Average Client AUM
$250K
AUM per Advisor
$46.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Householder Group Estate & Retirement Specialists, LLC provides discretionary and non-discretionary portfolio management services. They offer various wrap fee programs sponsored by LPL Financial, including Manager Access Select, Optimum Market Portfolios, Personal Wealth Portfolios, Model Wealth Portfolios, Guided Wealth Portfolios, and Strategic Wealth Management. They also offer advice on a range of securities and investment products.
Fee Structure
Householder Group charges a negotiable wrap fee up to 2.95% of assets under management, with each Investment Advisory Representative setting their own fee schedule. Fees are calculated monthly or quarterly in advance, based on the account value. The fee can be tiered or linear. You will also pay mutual fund expenses and account maintenance fees charged by the custodian. There are no minimum account value requirements for SWM accounts, but other programs have minimums.
Areas of Practice
Location
8985 E. Bell Road, Scottsdale, AZ, 85260