Angela Pinkerton is a CFP, ChFC-designated registered investment advisor at Holland Advisory Services, INC., based in Ormond Beach, FL, with 15 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 527 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holland Advisory charges an annual fee based on the value of your portfolio, the complexity of the portfolio, the potential for future contributions or withdrawals, and the potential for relationship growth. The annual fee is between 0.5% and 2.0% and is negotiable. This fee is charged in advance of each quarter.
Location
700 W. Granada Blvd., Ormond Beach, FL, 32174
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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.
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Angela owns rental property in Ormond Beach, FL since 2008. This activity requires minimal time.
Employment History
Current Registrations
Holland Advisory Services, INC.
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.