Brendan Mullooly
Brendan Mullooly is a CFP-designated registered investment advisor at Mullooly Asset Management, INC., based in Wall Township, NJ, with 12 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 533 clients with $460M 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 $250K | 1.00% |
| $250K - $400K | 1.00% |
| $400K - $800K | 0.75% |
| $800K - $1.2M | 0.50% |
| $1.2M - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are negotiable. Household accounts may be combined to reach lower fee tiers. First tier extended from brochure minimum of $250,000 down to $0.
Fee Estimator
Contact
Brendan Mullooly
Location
1971 State Route 34, Suite 102, Wall Township, NJ, 07719
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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 →Employment History
Current Registrations
Mullooly Asset Management, INC.
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.
Exams
Additional Information
Families all over Monmouth county, NJ, as well as the state of New Jersey, and the New York City metro area are currently working with Mullooly Asset Management, Inc. Theirteam of fee-only investment advisors and financial plannersare ready to help you today! Learn more about the Mullooly Asset Management approach here:https://mullooly.net/about-mullooly-asset/
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