Michael Mulcahy is a CFA-designated registered investment advisor at Kings Path Partners LLC, based in Sugar Land, TX, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $1.5B 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 | 0.95% |
A minimum aggregate annual fee of $9,500 applies for any ongoing Client relationship. This fee may be waived by the Adviser. All fees and rates are negotiable on a case-by-case basis.
Fee Estimator
Location
1039 Imperial Blvd, Suite 201, Sugar Land, TX, 77498
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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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Michael provides general management consulting services through Kings Path Services SD, LLC, where he is President. He also owns KPP Real Estate LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Kings Path Partners LLC
Previous Registrations
Bridgeway Capital Management INC
State Registrations1 state
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