Firm Documents | Holder Wealth Management

SCHWAB LITERATURE

Informational Brochures

This is a series of three hypothetical scenarios that demonstrate how independent advisors might work with investors to provide tailored solutions to their complex financial needs.

A different kind of relationship

Important questions to ask before you hire an investment advisor.

How do I choose the right advisor?

The right investment advisor does what’s right for you.

5 key benefits of independent financial advisors

Articles

THINKING ABOUT HIRING AN RIA?
as published by The Wall Street Journal (October 21, 2011)

This content was made available by Charles Schwab & Co., Inc. (“Schwab”). The purpose of this information is to educate investors about working with an independent Registered Investment Advisor (RIA). The RIAs and their representatives use Schwab for custody, trading, and operational support. Many independent RIAs and other financial services professionals receive compensation for services in a variety of ways. It is the responsibility of each investor to determine which method of compensation offers the lowest total costs and best serves the interests and needs of the investor.

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Holder Wealth Management, Inc. (“HWM”) is an investment adviser registered in the State of Illinois. The latest copy of HWM Form ADV Part 2A & B and our Privacy Disclosure is available upon request. Advisory services are provided upon completion of an advisory services agreement. This agreement describes services to be provided and discloses relevant fees and expenses. Any advisory service should be made after careful review of your individual financial situation, risk tolerance, The Content of this website does not convey legal, accounting, tax, career or other professional advice of any kind. It is for informational purposes only and is not a solicitation or an offer to buy any securities or instrument or to participate in any trading strategy. Furthermore, the content of this document is not intended to suggest, promise or guarantee results. Any opinions expressed herein, are solely the opinions of HWM.