JH
JH

Jenny Hinkle

1 Year of Experience
Ormond Beach, FL

Jenny Hinkle is a registered investment advisor at Holland Advisory Services, INC., based in Ormond Beach, FL, with 1 years of industry experience. Jenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 527 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
527 clients
Average Client Portfolio
$584K average
Assets Under Management
$307.7M

Fee Structure

Minimum Investment:$40K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee ranges between 0.5% and 2.0% and is negotiable based on portfolio size, complexity, and potential growth.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

700 West Granada Blvd, Ormond Beach, FL, 32174

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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
Holland Advisory Services, INC.
January 2025 - Present · 1 yr 9 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.
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