Jeffrey Mullens is a CFA-designated registered investment advisor at Compound Family Offices, LLC, based in Sarasota, FL, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 138 clients with $480M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $80.0M | 0.50% |
| $80M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
2033 Main Street, Suite 202, Sarasota, FL, 34237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compound Family Offices, LLC
State Registrations1 state
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