Dennis Houlihan is a CFP-designated registered investment advisor at Houlihan Asset Management LLC, based in Fort Wayne, IN, with 20 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 29 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees are negotiable for amounts over $3,000,000. Using the previous tier's fee percentage for the negotiable tier.
Fee Estimator
Contact
Dennis Houlihan
Location
421 East Cook Road, Fort Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Houlihan Asset Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Dennis is happily married to Michelle. He enjoys golf, writing and compounding interest