Carlton Fitch is a registered investment advisor at Houlihan Financial Resource Group, LTD., based in Ashburn, VA, with 17 years of industry experience. Carlton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 185 clients with $320M in assets under management.
Compensation
Firm Size
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Fee Structure
Houlihan Financial Resource Group's investment management fee generally ranges from 0.50% to 1.00% per year, paid quarterly in advance. Financial planning is included when you use Houlihan for investment management. For clients with limited assets, Houlihan provides portfolio management services through Institutional Intelligent Portfolios™ with a minimum investment of $5,000.
Location
20405 Exchange Street, Suite 371, Ashburn, VA, 20147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Houlihan Financial Resource Group, LTD.
State Registrations1 state
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