John Hollahan
John Hollahan is a registered investment advisor at Arlington Wealth Management, based in Arlington Heights, IL, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 223 clients with $200M 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 | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.80% |
The minimum quarterly fee for Investment Management Services is $1,875. Certain legacy fee schedules may exist or be offered depending on client circumstances. Fees are negotiable.
Fee Estimator
Location
21 S. Evergreen Avenue, Suite 100, Arlington Heights, IL, 60005-7800
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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 →Other Business Activities
John is involved with the Investor Education Institute and Advanced Tax Reduction Group, dedicating a few hours per week to each. The Investor Education Institute is investment-related, while Advanced Tax Reduction Group is not.
Employment History
Current Registrations
Arlington Wealth Management
State Registrations1 state
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