Hollander Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Hollander Asset Management offers portfolio management and consulting services to individuals, families, trusts, estates, charitable organizations, and businesses. Hollander develops investment strategies based on client goals and objectives. Hollander may use third-party investment advisors to help manage client portfolios. A minimum of $10 million is required for Hollander's services, but this may be negotiable.

Assets Under Management$620M
Clients10
Advisors2
Avg. per Client$62M
Avg. per Advisor$310M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Hollander Asset Management charges a percentage of your assets under management or consultation, up to 0.5%, based on the complexity and size of your portfolio. Hollander may also charge an incentive fee based on your account's performance above a certain threshold. The maximum annual fee charged to clients utilizing third-party managers will not exceed 1%, in addition to any fees assessed by the third-party manager.

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Location

2 Advisors at this firm