Holder Wealth Management

Holder Wealth Management, Inc. is an investment adviser established in September 2014 and based in Champaign, IL. The firm offers tailored investment advice and financial planning services to individuals, high-net-worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, corporations, and other legal entities. Services include discretionary asset management with no minimum portfolio size requirement, investment strategy, portfolio management, and estate planning. Investment advice is provided on a discretionary basis, and clients may impose restrictions on their accounts. The firm's assets under management were approximately $244,640,000 as of March 25, 2025. For fees, HWM charges asset-based fees ranging from 0.75% to 1.00% based on the client's assets under management, with fees paid quarterly in arrears. Additionally, the firm offers hourly fee-based investment consulting services and financial planning services at a rate of $250 per hour. HWM does not charge performance-based fees and does not receive compensation for the sale of investment products. The firm does not participate in wrap fee programs. HWM's investment strategy primarily involves a "buy and hold" approach, utilizing index and similar funds, with research support from Dimensional Fund Advisors. The firm may recommend mutual funds, exchange-traded funds, and individual securities based on quantitative and qualitative criteria. HWM does not engage in short selling and has policies in place to mitigate conflicts of interest related to personal securities transactions. Clients maintain exclusive responsibility for voting proxies and making election decisions related to their investment assets.