Holland Strategic Wealth Advisors offers comprehensive financial planning, project-based consulting, ongoing financial planning, and investment management services. The firm helps clients navigate complex financial areas such as retirement planning, tax planning and preparation, estate planning, cash flow management, insurance, and real estate. Investment management is handled through customized portfolios utilizing model portfolios and third-party platforms. Holland Strategic Wealth Advisors tailors its strategies to meet individual client goals, risk tolerances, and time horizons. The firm operates with a focus on passive investment strategies and modern portfolio theory to build diversified portfolios using exchange-traded funds and index mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable, and accounts may be aggregated to achieve a lower fee. If ongoing financial planning is used in conjunction with investment management, a maximum fee of 0.50% applies.