John Hollie is a registered investment advisor at Avion Wealth, based in Shenandoah, TX, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 5 more. Their firm serves 300 clients with $980M 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 $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees for accounts over $50,000,000 are negotiable. Minimum quarterly fee is $5,000 (or $9,000 for complex entrepreneur clients), which may be lowered based on complexity.
Fee Estimator
Location
Shenandoah, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a partner at J&M Business Solutions, a consulting firm, since April 2024. This activity is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Avion Wealth
State Registrations1 state
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Exams
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