Kevin Mullendore
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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,120 clients with $230M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000. Accounts are also subject to a $150 minimum annual fee and a $4 per month technology fee.
Fee Estimator
Location
4100 Executive Park Drive, Suite 210, Cincinnciati, OH, 45241
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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 →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
State Registrations1 state
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