Mary Holland is a registered investment advisor at Sutton Place Capital Management LLC, based in Venice, FL, with 8 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 18 clients with $18M 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 $2.0M | 1.15% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Discounts may apply to large institutional accounts. Clients with socially responsible interests may be charged a higher annual fee (typically 0.25% higher). Fees for certain accounts involving special holdings or inactive securities are modified by negotiation and certain accounts may be charged a negotiated fixed rate.
Fee Estimator
Location
Venice, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sutton Place Capital Management LLC
State Registrations3 states
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