Holland Financial Services (HFS) is an independent financial consulting firm dedicated to helping clients build wealth and protect their assets. HFS offers ongoing asset management, recommends other investment advisors, and provides financial planning services. HFS tailors its advisory services to meet the specific needs of each client, considering their financial circumstances and investment objectives.
Fee Structure
HFS offers ongoing asset management for a fee based on the value of your portfolio. The specific fee arrangement is negotiable and will be detailed in your agreement. You may also incur other fees from parties independent of HFS, such as mutual fund expenses and brokerage fees. Fees are collected via automatic deduction from your account, either quarterly or monthly, and may be charged in advance or after the service is provided. Fees paid in advance are considered earned and non-refundable up to the termination of the agreement, with a pro-rata refund calculated upon termination.