PH
CFP
Patricia Powell Houlihan
23 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
185 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$324.5M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
Hourly Rate:$125 - $400/hr
For clients receiving stand-alone financial planning services, fees range from $125 to $400 per hour, depending on the staff member performing the work. When a client engages Houlihan for asset management services, the financial planning fee is waived. The management fee generally ranges from 0.50% to 1.00% per annum. Fees are paid quarterly, in advance.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
20405 Exchange Street, Suite 371, Ashburn, VA, 20147
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Houlihan Financial Resource Group, Ltd.
May 2002 - Present · 23 yrs 8 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.