Benjamin Cawley is a registered investment advisor at Holm & Cawley Financial Group LLC, based in Las Vegas, NV, with 16 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.75% |
| $1.5M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $7.5M | 1.00% |
| $7.5M+ | 0.75% |
Fees are negotiable based on each client's unique situation.
Fee Estimator
Location
5155 S Durango Drive, Ste# 102, Las Vegas, NV, 89113
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Regulatory History
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
State Registrations4 states
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