Houlihan Financial Resource Group provides personalized financial planning and investment management services. Financial planning is typically integrated into the investment management services. For clients with limited assets, Houlihan provides portfolio management services through Institutional Intelligent Portfolios™, an automated, online investment management platform offered by Schwab Performance Technologies. Houlihan requires a minimum of $1,000,000 for asset management services, but may waive this requirement.
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.