Ruth Mullen is a registered investment advisor at Parsons Capital Management INC, based in Hobe Sound, FL, with 22 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 740 clients with $2.1B 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 $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may vary and may be negotiable depending on a client’s unique situation. 0.80% per year for charitable accounts.
Fee Estimator
Location
11450 Dixie Highway, Suite 205, Hobe Sound, FL, 33455
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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 →Other Business Activities
Ruth is involved with several non-profit organizations, including the Providence Children's Museum, Save the Bay, Providence Art Club, and Community MusicWorks. She serves on various boards and committees, including investment and finance committees.
Employment History
Current Registrations
Parsons Capital Management INC
Previous Registrations
Ocean State Asset Management, LLC
Boyd Watterson Asset Management LLC
State Registrations2 states
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