Beverly Neel is a registered investment advisor at Holland Advisory Services, INC., based in Ormond Beach, FL, with 1 years of industry experience. Beverly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 527 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holland Advisory charges an annual fee based on the value of your portfolio, the complexity of the portfolio, the potential for future contributions or withdrawals, and the potential for relationship growth. The annual fee is between 0.5% and 2.0% and is negotiable. This fee is charged in advance of each quarter.
Location
700 West Granada Blvd, Ormond Beach, FL, 32174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Holland Advisory Services, INC.
State Registrations1 state
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