Holland Strategic Wealth Advisors provides financial planning and investment management services to individuals, high net worth individuals, corporations, and other business entities. Financial planning covers net worth, cash flow, investments, insurance, retirement, tax, college, employee benefits, estate, real estate, and charitable planning. Investment management involves creating customized portfolios using model portfolios.
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% |
If ongoing financial planning services are used in conjunction with investment management, you will be charged a maximum investment management fee of 0.50%. Fees are negotiable and you may aggregate accounts to achieve a lower fee. A platform fee will be calculated and paid for each account advised by us using the Model Marketplace platform which ranges between 0% to 1.00% and is listed in the Altruist LLC Fee schedule available at altruist.com/legal. Combined fees will not exceed the industry standard of 3.00%.