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Kevin Mullendore

4 Years of Experience
Cincinnciati, OH

Kevin Mullendore is a registered investment advisor at Bullseye Investment Management, LLC, based in Cincinnciati, OH, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,302 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1,302 clients
Average Client Portfolio
$147K average
Assets Under Management
$191.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $100K1.75%
$100K - $250K1.60%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5M+0.90%

Fees are negotiable for accounts over $5,000,001.

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

4100 Executive Park Drive, Suite 210, Cincinnciati, OH, 45241

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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

Kevin is a Ramsey Preferred Financial Coach, assisting individuals and couples with financial planning, budgeting, and debt management. He is self-employed in this role and receives approximately $1,000 per month in fees.

Employment History
Current Registrations
Bullseye Investment Management, LLC
October 2021 - Present · 4 yrs 6 mos
State Registrations1 state
OH
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.