Carl Mueller
Carl Mueller is a registered investment advisor at One Capital Management, LLC, based in Hiawatha, KS, with 37 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,535 clients with $8.5B 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 | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable. Family household accounts may be combined to determine breakpoints.
Fee Estimator
Location
101 Shawnee Street, Hiawatha, KS, 66434
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Carl is involved in insurance sales through Target Insurance Services, dedicating a few hours per week. He is also the sole member of BMPT Wealth Management, LLC, a DBA used to pay business expenses, spending minimal time on this activity.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Waddell & Reed, INC.Broker
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
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