George Whitfield Holland IV
Advisor at BCM Advisors, LLC — Lafayette, LA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
19 years
Location
Lafayette, LA 70505
BCM Advisors, LLC
Team
Total advisors
9Clients per advisor
44 LowAvg AUM per client
$1,445,042 HighHNW client ratio
42% HighGeorge Holland IV is a financial advisor at BCM Advisors, LLC with 19 years of industry experience. He has been with BCM Advisors, formerly Billeaud Capital Management Inc., since 2009 and previously worked at Cullen Investment Group from 2007 to 2009. Holland holds Series 63 and Series 65 licenses. He serves on the board of directors for the Oil Center Association, a nonprofit promoting Lafayette, Louisiana’s business community. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional and business clients. The firm employs asset-class, primarily indexed mutual fund and ETF strategies, and offers personalized indexing through a sub-advisory agreement with Vanguard Personalized Indexing Management.
Based on BCM Advisors, LLC
$0 - $2,000,000: 1.00% per year $2,000,001 - $5,000,000: 0.75% per year $5,000,001 - $10,000,000: 0.60% per year $10,000,000+: 0.50% per year
Account minimum: $250,000 Fee-only: Portfolio management fees paid quarterly based on net asset value; financial planning and wealth management services fees included in portfolio management fees; no other compensation received.
Lafayette, LA
1018 Harding Street, Suite 104
Lafayette LA 70505
Advisors at this office
9
Alaska · Louisiana · Texas
19 years of industry experience
BCM ADVISORS, LLC (Formerly BILLEAUD CAPITAL MANAGEMENT INC)
2009 - Present • 17 years
Lafayette, LA
Cullen Investment Group
2007 - 2009 • 2 years
LA
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