Mutual Fund Strategist Ltd.
Mutual Fund Strategist Ltd. (CRD# 115804) is a financial advisory firm headquartered in Shelburne, VT. They manage $5,942,979 in 27 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$220,110
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Holly-anne Fournier (CRD# 2739387) is an Investment Advisor Representative working at Mutual Fund Strategist Ltd. in Shelburne, VT and has over 22 years of experience in the finance industry. Holly-anne Fournier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.