Hollingsworth, Lee W

Overview

Hollingsworth, Lee W. is a small, Georgia-based corporate advisory practice owned by Lee W. Hollingsworth that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with broker-dealer and insurance broker capabilities alongside its advisory work, and charges clients via a mix of percentage-of-AUM fees and fixed-fee arrangements. It is organized as a corporation and is not positioned as a capital allocator; it reports no active ESG investing program and is not structured as a multi-state or pension consulting adviser.

Assets & Accounts

Investments & Alternatives