BC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
289 clients
Average Client Portfolio
$338K average
Assets Under Management
$97.6M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,250
Hourly Rate:$150/hr
The annual advisory fee is based on your portfolio size: 2.00% on the first $500,000, 1.50% from $500,001 to $1,000,000, 1.25% from $1,000,001 to $2,000,000, and 1.00% above $2,000,000. Fees are negotiable. Reuben Cawley, an investment advisor representative, is also a licensed attorney and may perform legal services for clients through his law firm at a base fee of $150/hour or a flat fee of $1,250 for estate planning.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
5155 S Durango Drive, Ste# 102, Las Vegas, NV, 89113
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
Holm & Cawley Financial Group LLC
July 2009 - Present · 16 yrs 6 mos
State Registrations4 states
AZNVUTWA
Advisor
Exams
No exam information available for this advisor.