Mark Holland is a CFP-designated registered investment advisor at Austerra Wealth Management LLC, based in Dallas, TX, with 13 years of industry experience. Mark 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 16 clients with $220M 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 $1.0M | 1.95% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are calculated on an incremental basis and are subject to change with 30 days written notice. Fees are non-negotiable, except for employees, family, and strategic business relationships.
Fee Estimator
Location
5910 N. Central Expressway, Suite 1875, Dallas, TX, 75206
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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 →Other Business Activities
Mark is involved in several family investment holding companies, real estate management companies, and a professional baseball management company. He dedicates about 10% of his time to High Performance Management Group, LLC.
Employment History
Current Registrations
Austerra Wealth Management LLC
State Registrations1 state
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