Assets Under Management
$97.6M
Number of Clients
289
Number of Advisors
4
Average Client AUM
$338K
AUM per Advisor
$24.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Holm & Cawley Financial Group, LLC is a registered investment advisory firm offering comprehensive financial planning, investment management services, and advice to retirement plan sponsors. Portfolio management is done on a discretionary basis. The firm may use a sub-advisor to help develop portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable based on each client's unique situation.
5155 S Durango Drive, Ste# 102, Las Vegas, NV, 89113