Mullooly Asset Management offers personalized financial planning and investment management services. Financial planning is offered as a standalone service for clients with less than $250,000 in assets. For investment management clients, Mullooly Asset Management creates customized investment portfolios based on their risk tolerance and investment objectives. The firm monitors portfolio performance and rebalances as needed. Financial planning is included at no additional cost for investment management clients.
Assets Under Management$460M
Clients533
Advisors4
Avg. per Client$850K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.00% |
| $400K - $800K | 0.75% |
| $800K - $1.2M | 0.50% |
| $1.2M - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
