Timothy Mullen
Timothy Mullen is a registered investment advisor at Swift Run Capital Management, based in Charlottesville, VA, with 12 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 63 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Swift Run Capital Management charges a management fee based on the value of your portfolio. For most clients, the annual fee is 0.75% of the assets they manage, plus a performance-based fee. For other accounts, the annual fee is 1.50%. These fees are charged quarterly in advance and deducted directly from your account. SRCM may negotiate its fees.
Location
310 4th Street NE Suite 102, Charlottesville, VA, 22902-5299
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Swift Run Capital Management
State Registrations1 state
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