William Mullenmeister
William Mullenmeister is a registered investment advisor at Pogson & Matt Wealth Management Group, based in Phoenix, AZ, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 133 clients with $90M 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% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Rates shown reflect the maximum individual stock portfolio fees under the bundled pricing schedule. Alternative schedules apply for mutual fund and exchange-traded fund portfolios and non-bundled arrangements. Fees are negotiable.
Fee Estimator
Location
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ, 85054
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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
Pogson & Matt Wealth Management Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Strategic Advisers, INC.
State Registrations2 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.
Exams
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