James Mulloy
James Mulloy is a registered investment advisor at Comprehensive Physicians Retirement Investing, based in Phoenix, AZ, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 197 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable under special circumstances with CPR Investing's approval.
Fee Estimator
Location
Phoenix, AZ
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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.
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James works as an anesthesiologist for Canyon State Anesthesia since 1989, dedicating full-time hours to this role. About half of his time is during securities trading hours.
Employment History
Current Registrations
Comprehensive Physicians Retirement Investing
State Registrations1 state
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