Mullooly Wealth Planning offers investment management and financial planning services to individuals, high net worth individuals, corporations, pension and profit sharing plans, trusts, and charitable organizations. When managing investments, Mullooly Wealth Planning makes decisions based on the client's goals and risk tolerance. Financial planning services include one-time financial checkups and detailed financial plans.
Assets Under Management$2M
Clients11
Advisors1
Avg. per Client$180K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | Included |
| $249K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
For accounts between $0 - $249,000, there is a $1,000 flat fee paid quarterly in advance. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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