Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophie? Claim Your ProfileSophie Holt is an investment advisor representative with BBR Partners, LLC located in New York, NY. Sophie Holt has been in the industry for 7 years. Sophie Holt is registered to provide investment advice in New York. The individual is also a registered investment advisor with the state of New York. Sophie Holt specializes in providing financial planning, selection of other advisors and portfolio management for individuals, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
12/05/2022 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 12/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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