Holland Capital Advisors provides asset management services, sometimes using third-party sub-advisors to manage client portfolios. They also offer financial planning services, either as a standalone service or included with asset management for clients meeting a minimum annual fee. Holland Capital Advisors works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and business entities.
Assets Under Management$350K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$350K
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees are negotiable above $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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