Steven Mullooly is a CFP-designated registered investment advisor at Mullooly Wealth Planning LLC, based in Clover, SC, with 33 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 11 clients with $2M 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 $249K | Included |
| $249K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
For accounts between $0 - $249,000, there is a $1,000 flat fee paid quarterly in advance. Fees are negotiable.
Fee Estimator
Location
264 Latitude Lane, Suite 102, Clover, SC, 29710
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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 →Employment History
Current Registrations
Mullooly Wealth Planning LLC
Previous Registrations
Osaic Wealth, INC.Broker
Alps Distributors, INC.Broker
Quasar Distributors, LLCBroker
Ladenburg, Thalmann & CO., INC.Broker
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Morgan Stanley & CO., IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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