Paul Mianulli
Paul Mianulli is a CFP-designated registered investment advisor at Total Return Capital, based in Linthicum Heights, MD, with 17 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 14 clients with $9.7M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
100 West Maple Rd, Linthicum Heights, MD, 21090
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Paul is an independent insurance agent with HD Vest Insurance Agency, Inc. since 2014, and this takes about a quarter of his time. He also owns Linthicum Tax Service, dedicating about a quarter of his time to overseeing daily operations.
Employment History
Current Registrations
Total Return Capital
Previous Registrations
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.