Houlihan Asset Management provides investment supervisory and management services to individuals and small companies. In addition, the company offers financial planning consultation related to personal finance, cash flow evaluation, tax planning, college funding, retirement planning, and estate planning.
Assets Under Management$52M
Clients29
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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