Holderness Investments CO
Assets Under Management
$621.0M
Number of Clients
337
Number of Advisors
6
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$103.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Holderness Investments Company offers investment management services, primarily to high-net-worth individuals. Holderness works with clients to create an investment profile and may use separate account managers to manage portions of the portfolio. Holderness monitors the managers and the client's overall financial situation. Holderness invests in stocks, bonds, mutual funds and ETFs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees are individually negotiated with each client and are generally subject to a maximum fee of 1% depending on the level of engagement. Holderness may make exceptions or negotiate special fee arrangements.
Fee Estimator
Areas of Practice
Location
2102 N. Elm Street, Suite C, Greensboro, NC, 27408