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

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Regulatory 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.

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Employment History
Current Registrations
Houlihan Financial Resource Group, Ltd.
January 2009 - Present · 17 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.