Michael Mullen
Michael Mullen is a registered investment advisor at Pinnacle Financial Group LLC, based in Valparaiso, IN, with 8 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When PFG participates in Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee of 0 – 1%.
Fee Estimator
Location
Valparaiso, IN
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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
Mike is a sole proprietor working as an insurance agent since July 2024, selling and servicing insurance products. This takes a few hours per week, with slightly less time spent during security trading.
Employment History
Current Registrations
Pinnacle Financial Group LLC
Previous Registrations
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations1 state
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