Roy Mullin is a registered investment advisor at Playbook Advisers LLC, based in Austin, TX, with 23 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Playbook Advisers charges a percentage of your portfolio annually, ranging from 1% to 2%. They also charge a share of capital gains, ranging from 5% to 35%. These fees are negotiable and may vary depending on the complexity of your situation.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roy is a founder of Karmic Payback, LLC, a business consulting service. He also earned equity in Lithified Technologies Texas, LLC (LTTX) but resigned as an employee in 2022, retaining his equity. Roy spends a few hours per week as the owner of Roy Mullin Enterprises, LLC.
Employment History
Current Registrations
Playbook Advisers LLC
Previous Registrations
United Securities Alliance, INC.
United Securities Alliance, INC.
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.