Mullaney, Keating and Wright, Inc. offers investment management and financial planning services. For investment management, they create a portfolio based on your goals, risk tolerance, and time horizon. They manage accounts with or without the authority to make trades. Financial planning involves a comprehensive review of your financial situation to help you achieve your goals, covering areas like taxes, investments, insurance, retirement, and estate planning. They also publish a quarterly newsletter with general financial information.
Assets Under Management$340M
Clients185
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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