Patrick Mueller
Patrick Mueller is a registered investment advisor at Bella Wealth Management, LLC, based in Roswell, GA, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 147 clients with $70M 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 | 1.95% |
Fees may be negotiable. The fee includes financial planning services and fees charged by any independent managers.
Fee Estimator
Location
5090 Old Ellis Point, Roswell, GA, 30076
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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 ActivitiesSells Insurance
Patrick is a chapter president for the American Financial Education Alliance, teaching financial education classes, dedicating minimal time. Patrick is also the President/Owner of Bella Advisors, selling insurance, annuities, life insurance and providing financial advisory services, taking nearly full-time.
Employment History
Current Registrations
Bella Wealth Management, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Virtue Capital Management, LLC
Retirement Wealth Advisors, INC.
Global Financial Private Capital, LLC
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.