Holm & Cawley Financial Group LLC
Assets Under Management
$97.6M
Number of Clients
289
Number of Advisors
4
Average Client AUM
$338K
AUM per Advisor
$24.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Holm & Cawley Financial Group, LLC. offers comprehensive financial planning and investment management services to individuals, trusts, and retirement plans. They also provide advice to retirement plan sponsors. Portfolio management is done on a discretionary basis, and the firm may use a sub-advisor.
Fee Structure
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 based on each client's unique situation.
Fee Estimator
The firm charges advisory fees quarterly in advance, based on the prior quarter's ending account balance. Fees are negotiable, but a 2% fee is considered above industry standards. The fee schedule is tiered based on total account value (see table). Reuben Cawley, an investment advisor representative, is a licensed attorney and may perform legal services for clients through his law firm at a base rate of $150/hour or a negotiated flat fee, typically $1,250 for estate planning.
Areas of Practice
Location
5155 S Durango Drive, Ste# 102, Las Vegas, NV, 89113