Matthew Hollands is a CFA-designated registered investment advisor at Figure 8 Investment Strategies LLC, based in Boise, ID, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 182 clients with $200M 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 | 1.25% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Comprehensive Investment Management Fees. Stand-Alone Investment Management Fees: Up to $1,000,000: 0.80%, $1,000,001 - $10,000,000: 0.60%, $10,000,001 and up: 0.40%. Fees and minimums may be negotiable.
Fee Estimator
Location
1410 W Washington St, Boise, ID, 83702
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 →Employment History
Current Registrations
Figure 8 Investment Strategies LLC
Previous Registrations
Wells Fargo Investment Institute, INC.
State Registrations4 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.