Mutual Fund Strategist Ltd.

Mutual Fund Strategist Ltd. (CRD# 115804) is a financial advisory firm headquartered in Shelburne, VT. They manage $6,714,846 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $126,695
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, VT

Financial Advisors at Mutual Fund Strategist Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Holly-anne Fournier
CRD#: 2739387
Shelburne, VT
86
Wealthminder
score

Holly-anne Fournier (CRD# 2739387) is an Investment Advisor Representative working at Mutual Fund Strategist Ltd. in Shelburne, VT and has over 20 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.

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