Holm & Cawley Financial Group, LLC provides personalized financial planning and investment management services primarily for individuals at or near retirement, alongside retirement plan consulting for plan sponsors. The firm helps clients establish financial objectives, build tailored retirement plans, manage assets, and execute ongoing portfolio reviews. Holm & Cawley Financial Group utilizes a tiered fee schedule based on the value of the portfolio under management. The firm also works with an unaffiliated sub-advisor for portfolio development without charging extra fees to the client. In addition to core advisory services, one of the firm's principals is a licensed attorney who offers separate legal and estate planning services, and a licensed insurance agent providing insurance product recommendations for customary commissions.
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. Multiple household accounts are combined for fee calculation.