Robert Mulcahy
Robert Mulcahy is a registered investment advisor at Royal Oak Financial Advisors, LLC, based in Royal Oak, MI, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 765 clients with $370M 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 | 2.00% |
| $1M+ | 1.25% |
Management fee is negotiable.
Fee Estimator
Location
1709 Crooks Road, Royal Oak, MI, 48067
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2015Customer Dispute
June 2015Customer Dispute
May 2003Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Robert works as an insurance agent providing insurance sales and services, dedicating minimal time to this activity.
Employment History
Current Registrations
Royal Oak Financial Advisors, LLC
Previous Registrations
Regulus Advisors, LLCBroker
Wfg Investments, INC.Broker
Invest Financial Corporation
Capital Asset Advisory Services, LLC
Invest Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Mutual Service CorporationBroker
Sigma Financial CorporationBroker
Vestax Securities CorporationBroker
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.