Fox & Holland Investing is a registered investment advisor established in 2021 and based in Rancho Cucamonga, California. The firm is led by Matthew Holland and provides personalized investment management services tailored to each client's specific financial goals, risk tolerance, and time horizon. Portfolios may include individual stocks and bonds, exchange-traded funds, and mutual funds. Fox & Holland Investing builds portfolios using a tiered fee schedule based on the value of the portfolio being managed. In addition to investment management, the firm collaborates with clients' attorneys and accountants to coordinate financial solutions. The firm generally requires a minimum portfolio size of $250,000, though smaller accounts may be accepted on a case-by-case basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.72% |
| $3M+ | 0.60% |
Fees are tiered rather than blended. In certain circumstances, fees may be negotiable.