Mueller Wealth offers asset management, financial planning, and retirement plan consulting. For asset management, portfolios are tailored to client needs and regularly monitored. Financial planning covers various areas like retirement, estate, and tax planning. Retirement plan consulting assists employers in establishing and reviewing retirement plans. Mueller Wealth uses a Seatbelt™ Investment System to identify market trends and adjust risk.
Fee Structure
Mueller Wealth's asset management fee is a maximum of 1.50% annually, billed quarterly in advance. The fee is based on the value of your account. For households investing less than $200,000, there's a $3,000 minimum annual fee, which is reduced by the asset management fee. This minimum is waived for households with over $200,000 managed by Mueller Wealth. At least 75% of your advisable assets must be managed by Mueller Wealth if you engage them to manage a portion of your assets.