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- Custodian
- Assetmark · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Foundation pathwayGlacier
- Established Date
- 07-01-2022
- Office Locations
- 2
Office Locations
About Fern Financial Group, LLC
Fern Financial Group, LLC is a fiduciary wealth management firm providing tailored planning and integrated solutions designed to build and protect client wealth. The team offers boutique, high-touch service with access to institutional resources, serving primarily retail clients with select institutional relationships. Investment work centers on asset allocation and portfolio construction using funds and ETFs, including through platforms such as AssetMark.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ZACHARY D HOLLAND
--
- CRD
- --
- Ownership
- 10% but less than 25%
ROBERT JAMES NICHOLS
Manager, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
Atlas prime
Vertex optima
- CRD
- #56330
- Ownership
- 8.2%
Showing 2 of 4 owners & executives
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SARAH JANE WILLIAMSON
--
- CRD
- #5846509
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,001,937 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,001,937 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,101,937
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $225,503,388 | 43.2% |
| Equity - Exchange | $113,273,693 | 21.7% |
| Cash | $183,221,502 | 35.1% |
| Total | $521,998,583 | 100.0% |