James Holland
James Holland is a registered investment advisor at Millennium Investment and Retirement Advisors, LLC, based in Winston Salem, NC, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 523 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 1% of assets under management and is negotiable. Billed quarterly in advance or arrears.
Fee Estimator
Location
Winston Salem, NC
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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 →Employment History
Current Registrations
Millennium Investment and Retirement Advisors, LLC
Previous Registrations
Millennium Investment and Retirement Advisors, LLC
Consolidated Portfolio Review CORP
State Registrations2 states
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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