James Holland
James Holland is a CFP-designated registered investment advisor at Holland Strategic Wealth Advisors LLC, based in La Jolla, CA, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
If ongoing financial planning services are used in conjunction with investment management, you will be charged a maximum investment management fee of 0.50%. Fees are negotiable and you may aggregate accounts to achieve a lower fee. A platform fee will be calculated and paid for each account advised by us using the Model Marketplace platform which ranges between 0% to 1.00% and is listed in the Altruist LLC Fee schedule available at altruist.com/legal. Combined fees will not exceed the industry standard of 3.00%.
Fee Estimator
Location
4275 Executive Square, Suite 200, La Jolla, CA, 92037
Get directionsHistory
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 ActivitiesSells Insurance
James is an independent insurance agent selling property, casualty, and health insurance, dedicating a few hours per week. He is also a mortgage associate and real estate broker, spending about a quarter of his time on each. Finally, James owns Aethon Consulting LLC, spending minimal time on operational and financial consulting.
Employment History
Current Registrations
Holland Strategic Wealth Advisors LLC
Previous Registrations
MML Investors 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.