Mullooly Wealth Planning provides personalized investment management and financial planning services to individuals, high net worth individuals, corporations, trusts, and retirement plans. Mullooly Wealth Planning builds tailored investment portfolios based on each client's specific financial goals, risk tolerance, and time horizon. The advisory team utilizes fundamental and technical analysis to identify undervalued investments, while offering ongoing portfolio oversight and discretionary management where authorized. In addition to investment management, Mullooly Wealth Planning offers standalone financial planning services ranging from one-time financial checkups to comprehensive retirement and estate planning strategies.
Fee Structure
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% |
Accounts under $250,000 pay a $1,000 flat annual fee. Fees are generally charged quarterly in advance and are negotiable.