Brian Mullins is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Oak Ridge, TN, with 29 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.
Location
300 Tyler Rd, Oak Ridge, TN, 37830
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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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Brian is a Registered Investment Advisor Representative (IAR) for MPWM Advisory Solutions, LLC, spending about half his time on investment advisory services and owning Mullins Wealth Management. He also dedicates minimal time to Mullins Wealth Management as a DBA for LPL Business.
Employment History
Current Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Invest Financial CorporationBroker
Invest Financial Corporation
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Investment Professionals, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
State Registrations13 states
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.