Houlihan Financial Resource Group, Ltd.
Assets Under Management
$324.5M
Number of Clients
185
Number of Advisors
3
Average Client AUM
$1.8M
AUM per Advisor
$108.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Houlihan Financial Resource Group, Ltd. offers personalized financial planning and asset management services. Financial planning is integrated into asset management services. Asset management is provided on a discretionary basis, with a minimum of $1,000,000 required, subject to waiver. For smaller accounts, they offer portfolio management through Institutional Intelligent Portfolios ™ with a $5,000 minimum.
Fee Structure
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
Location
20405 Exchange Street, Suite 371, Ashburn, VA, 20147