Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.45%

All advisory fees are negotiable at the sole discretion of Mulholland.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

941 Wheatland Ave., Suite 101, Lancaster, PA, 17603

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Teressa works as an Executive Administrative Assistant for Sequinox - DBA, dedicating nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
Sequinox Wealth Management, LLC
June 2025 - Present · 8 mos
Mulholland Wealth Advisors, LLC
December 2020 - Present · 5 yrs 2 mos
Previous Registrations
J. W. Cole Advisors, INC.
November 2018 - December 2020 · 2 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.