The Holland Group, Inc. offers investment management services tailored to each client's needs and objectives. Portfolios primarily consist of listed equities but may include other assets. The firm makes investment decisions without consulting clients first, based on their investment profile, risk tolerance, and financial goals.
Assets Under Management$96M
Clients134
Advisors2
Avg. per Client$720K
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
The Holland Group charges a percentage of the value of your investments each quarter. The specific percentage ranges from 0.25% to 3.0% annually and is negotiable.
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