Mullooly Asset Management is a registered investment advisor based in Wall Township, New Jersey, providing personalized investment management and financial planning services. Mullooly Asset Management builds customized investment portfolios using stocks, mutual funds, exchange-traded funds, bonds, and options, and monitors portfolio performance on an ongoing basis. For clients with fewer assets, stand-alone financial planning is available to help map out savings, investments, taxes, estate planning, and insurance priorities. Mullooly Asset Management operates as a single-professional firm led by Thomas Peter Mullooly, who puts clients' interests first and tailors all advice to individual goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $400K | 1.00% |
| $400K - $800K | 0.75% |
| $800K - $1.2M | 0.50% |
| $1.2M - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are negotiable. Household accounts may be combined to reach lower fee tiers. First tier extended from brochure minimum of $250,000 down to $0.
