Mulholland Wealth Advisors manages investment portfolios and provides financial planning services for individuals, high net worth clients, trusts, estates, and retirement plans. The firm uses quantitative analysis to build diversified, multi-asset class portfolios across stocks and bonds, utilizing active management and tactical strategies. Mulholland Wealth Advisors also acts as a sub-advisor to other advisory firms and invests in affiliated funds when appropriate. Clients can set reasonable investment restrictions, and the firm requires an investment management agreement. Mulholland Wealth Advisors emphasizes a long-term time horizon of five to seven years for its strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are based on household account value and are negotiable at the firm's discretion. Management fee is inclusive of any sub-advisory fees but excludes custodial and overlay manager fees (typically 0.10% to 0.30%).