Houlihan Asset Management provides personalized investment management and financial planning services to individuals, high-net-worth clients, and small companies. Led by Dennis N. Houlihan, the firm builds investment portfolios using fundamental and technical analysis, tailoring strategies to match each client's individual financial goals and risk tolerance. In addition to managing investments, the firm offers financial planning consultations covering personal finance, cash flow evaluation, tax planning, college funding, retirement planning, and estate planning. The firm maintains an affiliated tax preparation and consulting practice.
Assets Under Management$52M
Clients29
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Fees for amounts over $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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