Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range from 0.50% to 2.0% annually, charged quarterly in advance, and are negotiable. These fees are based on the account value. Clients may also pay custodial/broker-dealer fees, transaction fees, and internal fees charged by mutual funds or ETFs. Financial planning and advice are offered on an hourly or flat fee basis, as agreed upon by both parties. Trustee services are offered by David Holland or Steve Tacinelli, with fees for trust assets under management set at 1% annually, starting in the second quarter of 2025, but are negotiable.
Areas of Practice
Advisor Information
Office location
700 West Granada Blvd, Ormond Beach, FL, 32174
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David solicits insurance products through Holland Insurance Services, Inc. and provides tax and accounting services through Holland, Tacinelli, CPAs, P.A. He also hosts a public television program, manages a cattle farm, and is a licensed real estate agent, taking about half of his time.