Lee W Hollingsworth CFA offers financial planning and investment advice to individuals, small businesses, non-profit organizations, and pension/profit sharing plans. Services include investment management, where assets are managed according to a client's goals, and strategic financial consulting, which is billed hourly or by project to guide clients toward specific financial goals.
Fee Structure
Lee W Hollingsworth CFA charges a percentage of your portfolio's value each year, billed quarterly in advance. The annual rate varies depending on the amount you invest. Fees are subject to a minimum of $2,500 per quarter, which may be waived at the advisor's discretion. If you end the agreement, you'll receive a refund for any unearned fees, calculated based on the remaining months in the quarter. The annual percentage fee schedule is as follows:
First Year:
- Up to $1 million: 0.90%
- To $10 million: 0.70%
- Over $10 million: 0.60%
Second Year:
- Up to $1 million: 1.00%
- To $10 million: 0.80%
- Over $10 million: 0.60%