McMullen Financial Group, LLC offers financial planning and investment advice to individuals. Financial planning covers budgeting, insurance, college planning, and retirement. Investment advice focuses on managing accounts using mutual funds and ETFs, with clients able to specify investment preferences. The firm does not have a set minimum account size.
Assets Under Management$22M
Clients15
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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