Holly D'annunzio is a CFA-designated registered investment advisor at Aerie Advisory Group LLC, based in Gig Harbor, WA, with 27 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 44 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.85% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are generally negotiable. If third-party investment managers are selected, clients pay Aerie Advisory Group's standard fee in addition to the third-party manager's fee.
Fee Estimator
Location
3025 Harborview Drive, Gig Harbor, WA, 98335
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Regulatory 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 Activities
Holly is a member of several LLCs formed to hold family real estate, dedicating significant time outside of trading hours. She is also a member of Co-Stars Global Research LLC, spending about 10-20% of her time supervising research and managing the business.
Employment History
Current Registrations
Aerie Advisory Group LLC
Previous Registrations
D'annunzio Consulting Group, LLC
Ctc Consulting, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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