Holland Advisory Services, INC.
Assets Under Management
$263.5M
Number of Clients
1,025
Number of Advisors
10
Average Client AUM
$257K
AUM per Advisor
$26.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Holland Advisory Services, Inc. is a registered investment advisor offering active strategic investment strategies, financial planning, and pension consulting services. They use asset allocation and Modern Portfolio Theory (MPT) to construct portfolios based on client risk tolerance and financial situation. They also offer trustee services through affiliated companies.
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
Location
700 West Granada Boulevard, Ormond Beach, FL, 32174-9036