Gulseren Mutlu
Gulseren Mutlu is a registered investment advisor at Monies Wealth LLC, based in Austin, TX, with 4 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 3 clients with $1M 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 $500K | 1.00% |
| $500K+ | 1.00% |
For account sizes greater than $500,000, the fee depends on the number of years the Client stays with the Adviser without interruption as follows: Second Year: 0.90%, Third Year: 0.80%, Fourth Year: 0.70%, Fifth year and beyond: 0.60%
Fee Estimator
Location
2520 South Interstate 35, Ste 102, Austin, TX, 78704
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Gulseren is an insurance agent appointed with multiple insurance companies since 2023, dedicating a few hours per week to insurance planning. She is also an economic consultant with Anderson Economic Group since 2023, spending a few hours per week on economic analysis.
Employment History
Current Registrations
Monies Wealth LLC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Forefront
Calton & Associates, INC.Broker
Park Avenue Securities LLCBroker
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.