Houlihan Financial Resource Group, Ltd. offers personalized investment management and financial planning services. Founded in 1999, the firm helps clients build customized portfolios using a mix of mutual funds, stocks, bonds, exchange-traded funds, and cash. Houlihan Financial Resource Group, Ltd. tailors asset allocations based on individual financial objectives and risk tolerances, utilizing fundamental research, technical analysis, and behavioral finance principles. Investment management services are provided with the authority to make trades without asking first. While the firm typically integrates financial planning directly into its investment management services, standalone financial planning is also available on an hourly basis. The firm serves individuals, high-net-worth individuals, trusts, foundations, pensions, and corporations, requiring a minimum portfolio value of $1,000,000 for investment management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fees generally range from 0.50% to 1.00% of assets, paid quarterly in advance.