Mullins Investment Management provides investment management and advice to individuals, retirement plans, trusts, estates, charitable organizations, partnerships, corporations, and small businesses. Advice is provided through consultations and may include financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Mullins Investment Management is a fee-only firm, meaning they are compensated based on a percentage of the assets they manage.
Assets Under Management$26M
Clients18
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.25%-1.25% per annum depending on the nature and size of the assets being managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.