BP
BP

Bianca Pontes

2 Years of Experience
Miami, FL

Bianca Pontes is a registered investment advisor at Hollander Asset Management LLC, based in Miami, FL, with 2 years of industry experience. Bianca 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 10 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
10 clients
Average Client Portfolio
$62.2M average
Assets Under Management
$622.4M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Hollander Asset Management charges a percentage of your assets under management or consultation, up to 0.5%, based on the complexity and size of your portfolio. Hollander may also charge an incentive fee based on your account's performance above a certain threshold. The maximum annual fee charged to clients utilizing third-party managers will not exceed 1%, in addition to any fees assessed by the third-party manager.

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Location

701 Brickell Ave, Suite 1550, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hollander Asset Management LLC
March 2023 - Present · 3 yrs 2 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.