Holland Capital Management offers ongoing investment management using third-party sub-advisors and financial planning services. For investment management, Holland Capital Management helps clients complete a questionnaire to determine risk tolerance and investment objectives, then selects a sub-advisor and model portfolio. Financial planning is delivered through interactive modeling and recommendations, and may be provided as a stand-alone service or included with asset management for clients subject to a minimum annual fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Advisory fees are negotiable and may vary based on factors such as client type, account complexity, investment composition, relationship factors, and total assets under management. In addition to Holland Capital Management's advisory fee, clients participating in separate account programs or using sub-advisers will incur a separate manager fee charged directly by the sub-adviser.