RC
RC

Reuben Hammon Cawley

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
289 clients
Average Client Portfolio
$338K average
Assets Under Management
$97.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2M+1.00%

Fees are negotiable based on each client's unique situation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5155 S. Durango Drive, Las Vegas, NV, 89121

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Reuben is a practicing attorney and licensed insurance agent. He owns Cawley Law Firm and dedicates about a quarter of his time to his law practice and a few hours per week to insurance activities.

Employment History
Current Registrations
Holm & Cawley Financial Group LLC
September 2016 - Present · 9 yrs 5 mos
State Registrations4 states
AZNVUTWA
Advisor
Exams
No exam information available for this advisor.