Holland Investment Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension plans, corporations, and trusts. Founded in 2004 and led by Gary Holland, the firm utilizes a global macroeconomic top-down strategy to allocate client assets across traditional and alternative asset classes. Clients can choose from six risk-based asset allocation portfolios or specialized strategies such as an institutional strategy or an opportunistic flexible multi-asset strategy. Investment management services are offered exclusively through a wrap fee program. Additionally, the firm provides group retirement plan consulting for corporate plan sponsors and financial planning and consulting services covering areas such as retirement, estate planning, business succession, and insurance analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $50.0M | 0.15% |
| $50M+ | 0.15% |
Pension consulting fee schedule shown; the first tier of $0 to $750,000 is represented by a $7,500 flat fee (approx. 1.00%). Fees are negotiable for amounts over $50,000,000.