Thomas Mullooly
Thomas Mullooly is a registered investment advisor at Mullooly Asset Management, INC., based in Wall Township, NJ, with 9 years of industry experience. Thomas 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 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 $400K | 1.00% |
| $400K - $800K | 0.75% |
| $800K - $1.2M | 0.50% |
| $1.2M - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
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
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