Holderness Investments Company offers customized investment management to high-net-worth individuals, trusts, estates, and retirement plans. 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 assists clients in understanding their investments.
Assets Under Management$620M
Clients337
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Holderness Investments charges a percentage of your portfolio value each year. The specific fee is negotiated with each client, but it is generally subject to a maximum of 1%. The fee is calculated quarterly, based on the average daily value of your investments.
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