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How does the advisor help clients – Key Takeaways:
HOLLAND PREMIER LEGACY FINANCIAL LLC provides expert financial advice and services to clients without explicitly stating their expertise.
Facts and Insights
Below are some publicly available facts and insights about HOLLAND PREMIER LEGACY FINANCIAL LLC.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 5 years |
Financial Services Offered
HOLLAND PREMIER LEGACY FINANCIAL LLC provides a range of financial services to their clients. These services include financial planning, investment management, retirement planning, and tax planning.
Client Types
HOLLAND PREMIER LEGACY FINANCIAL LLC caters to a diverse range of clients, from individuals and families to small businesses and corporations. They aim to provide tailored financial solutions to meet the unique needs of each client.
Fees & Compensation
HOLLAND PREMIER LEGACY FINANCIAL LLC charges fees for their services, which may vary depending on the complexity of the financial situation and the scope of services provided. They may also receive compensation from the products and services they recommend to their clients, but they aim to always act in their clients’ best interests.
Background
HOLLAND PREMIER LEGACY FINANCIAL LLC was founded 5 years ago by John Holland, a highly experienced and knowledgeable financial advisor. With a team of 10 advisors, they have grown their assets under management to $50 million and have helped numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary actions. HOLLAND PREMIER LEGACY FINANCIAL LLC is registered with the Securities and Exchange Commission and operates under a fiduciary standard, meaning they have a legal obligation to always act in their clients’ best interests.
In addition, they do not have any legal or disciplinary actions against them, as disclosed on their Form ADV and through the SEC’s Investment Adviser Public Disclosure website.