Advisor at Greenside Financial, Ltd
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Firm
Greenside Financial, Ltd
Location
Hilton Head Island, SC
Credentials
Series 63, Series 65
Industry experience
47 years
Jack Holland is a financial advisor at Greenside Financial, Ltd with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Greenside Financial since 2017, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he serves as president of the Florence & Gordon Holland Family Foundation, a private foundation. Greenside Financial, Ltd serves individuals, high-net-worth clients, corporations, and retirement or profit-sharing plans by providing portfolio advisory services, third-party adviser referrals, and limited-scope financial consulting. The firm primarily manages non-discretionary accounts using an investment approach based on asset allocation and modern portfolio theory, often incorporating SEI platforms, specialist sub-advisers, and custom limited-purpose portfolios.
Based on Greenside Financial, Ltd
Based on Greenside Financial, Ltd
Fixed project fees for consulting range from $1,000 to $5,000, negotiable
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001+: 0.75%
$250/hour for financial consulting services
Performance-based fees for qualified clients up to 20% of applicable cash flow generated by the account
Account minimum: $300,000 Minimum fee: Minimum annual fee of $1,500 if account minimum waived Fee-only: Financial consulting hourly rate: $250/hour; fixed project fees range $1,000 - $5,000, negotiable
Hilton Head Island, SC
Delaware · South Carolina · Texas
Greenside Financial, Ltd
2017 - Present (9 years)
First Allied Advisory Services, INC.
2012 - 2017 (5 years)
First Allied Securities, INC.
2009 - 2017 (8 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFA®
Hilton Head, SC
Williams Market Analytics LLC
CFA®
Bluffton, SC
New Albany Capital Partners, LLC
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