Holland Advisory Services manages investment portfolios using asset allocation and Modern Portfolio Theory. They offer various investment strategies and can customize portfolios based on client needs. Holland Advisory also provides financial planning and advice, covering areas like retirement income, insurance, and investment recommendations. They also offer pension consulting services to retirement plans.
Assets Under Management$310M
Clients527
Advisors10
Avg. per Client$580K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$40K
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.
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