Mark
Holland
Austerra Wealth Management LLC
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About this Advisor
Mark Holland is a certified financial planner based out of Dallas, Texas with 11 years of industry experience. Holland is an employee of Austerra Wealth Management LLC. They have been an employee of Austerra Wealth Management Llc for their whole career. Holland is approved to serve investors in Texas. Austerra Wealth Management LLC is a financial advisory business that has its headquarters in Dallas, TX. It has $167 million in assets across its 37 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 37 accounts, 87% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fee schedules are based on which services the firm provides the client. Fee types billed by Austerra Wealth Management LLC can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Austerra Wealth Management LLC Brokerage Details
$167,118,034
3
37
$4,516,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Mark Holland Work History
Mark has been registered as a financial advisor for 11 years.*
Austerra Wealth Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Holland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Austerra Wealth Management LLC
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
