Michael Holland
Michael Holland is a CFA, CFP-designated registered investment advisor at Holland Capital Advisors, LLC, based in Charlotte, NC, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees are negotiable above $20,000,000.
Fee Estimator
Location
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2023Employment Separation After Allegations
February 2019Other Business ActivitiesSells Insurance
Michael is licensed to sell fixed insurance products in North Carolina, dedicating a few hours per week to this activity. He also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Holland Capital Advisors, LLC
Holland Capital Management LLC
Previous Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Interstate/johnson Lane CorporationBroker
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.