Holm & Cawley Financial Group provides financial planning and investment management services to individuals. Financial planning includes gathering information on assets, liabilities, income, taxes, risk tolerance, and family relationships to establish financial objectives. Investment management services are provided on a discretionary basis, and the firm may use a sub-advisor, Equity Armor Investments, to help develop portfolios. The firm also offers retirement plan services to plan sponsors, including recommendations for plan design, fee analysis, vendor selection, and fund selection.
Assets Under Management$130M
Clients251
Advisors4
Avg. per Client$510K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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