Gary Holland
Gary Holland is a registered investment advisor at Holland Investment Management, INC., based in Fort Worth, TX, with 31 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 5 more. Their firm serves 37 clients with $64M 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 $750K | 1.00% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $50.0M | 0.15% |
| $50M+ | 0.15% |
Pension consulting fee schedule shown; the first tier of $0 to $750,000 is represented by a $7,500 flat fee (approx. 1.00%). Fees are negotiable for amounts over $50,000,000.
Fee Estimator
Location
4415 Tamworth Road, Fort Worth, TX, 76116
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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
Holland Investment Management, INC.
Previous Registrations
Whitney Wetzel & Kuether, L.L.C.
LPL Financial Corporation
Citigroup Global Markets 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.
Exams
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