EM
EM
Elizabeth Mcmullen
2 Years of Experience
Tampa, FL
4 Disclosures
Elizabeth Mcmullen is a registered investment advisor at Star Harbor Investments INC, based in Tampa, FL, with 2 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are negotiable based on factors such as account size and complexity of assets being managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Tampa, FL
Get directionsHistory
Regulatory History (4)
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Employment Separation After Allegations
December 2023Customer Dispute
October 2023Denied
Financial
March 2021Final
Financial
February 2021Final
Employment History
Current Registrations
Star Harbor Investments INC
June 2025 - Present · 11 mos
Previous Registrations
Morgan StanleyBroker
January 2023 - January 2024 · 1 yr
E*trade Securities LLCBroker
February 2022 - September 2023 · 1 yr 7 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.