Mulligan Capital offers continuous asset management based on individual client needs, developing a personal investment policy through discussions of goals, objectives, time horizons, risk tolerance, and liquidity needs. They also provide financial planning services, evaluating current and future financial situations to analyze prospective cash flows and asset values. Mulligan Capital manages accounts on a discretionary basis and is a fee-only registered investment advisor, not affiliated with a broker-dealer or insurance company.
Fee Structure
Mulligan Capital's fees for managing your investments are based on a percentage of the assets they manage, and are negotiated with each client, up to a maximum of 1.50% annually. For individual ERISA Self Directed Profit Sharing / 401k accounts, the management fees are negotiable and currently set at 1.20% annually. Fixed income only accounts are negotiated, beginning at a minimum of 0.30% per year not to exceed 0.60%. A minimum of $350,000 of assets under management is required, but this may be negotiable.