Mullett Financial provides financial planning advice on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. Mullett Financial also offers portfolio management services, incorporating institutional investment managers when suitable for the client. The firm does not manage bundled fee programs.
Assets Under Management$27M
Clients16
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
For accounts managed by a third-party investment manager, Mullett Financial charges an additional 0.25% to 0.35% per year for continued consultation and oversight. At no time will a Texas-based client’s combined advisory fee exceed 3.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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