Jack Holland
Jack Holland is a registered investment advisor at Greenside Financial, LTD, based in Hilton Head Island, SC, with 47 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 45 clients with $35M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
Advisory fee is negotiable. For qualified clients with custom portfolios, Greenside Financial may charge a fee based on a percentage (up to 20%) of the cash flow received from the investment.
Fee Estimator
Location
Hilton Head Island, SC
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jack is involved in various real estate and family-related entities, including partnerships, LLCs, trusts, and a private foundation, dedicating minimal time to each. He also works as an independent insurance agent since 1976, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Greenside Financial, LTD
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Investors Capital CORP.Broker
Investors Capital Advisory
Vf Investment Services CORP.
Wharton Equity CorporationBroker
The Equitable Life Assurance Society of the United StatesBroker
Rutherford, Brown & Catherwood, LLCBroker
F. W. Betley & AssociatesBroker
Valley Forge Securities CorporationBroker
State Registrations3 states
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.