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DH
CFA
DH
CFA
Daniel Holly
Andersen
1 Year of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
High Net Worth
Andersen
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
22 advisors
Number of Clients
583 clients
Average Client Portfolio
$10.4M average
Assets Under Management
$6.1B
Fee Structure
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $10.0M
1.00%
$10.0M - $20.0M
0.75%
$20.0M - $35.0M
0.50%
$35.0M - $50.0M
0.35%
$50M+
0.35%
Fees negotiable for amounts over $50 million.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
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Location
1861 International Drive, Suite 501, Mclean, VA, 22102
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Financial
January 2024
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Andersen
September 2024 - Present · 1 yr 5 mos
State Registrations
1 state
VA
Advisor
Exams
No exam information available for this advisor.