Daniel Holly is a CFA-designated registered investment advisor at Andersen, based in Mclean, VA, with 1 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 612 clients with $6.3B 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 $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 are negotiable and can vary based on financial complexity, types of investments, number of entities, and integration of tax services. Fees for amounts over $50 million are negotiable.
Fee Estimator
Location
1861 International Drive, Suite 501, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Financial
January 2024Employment History
Current Registrations
Andersen
State Registrations1 state
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
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