Mueller 401k Consulting (M4C) offers consulting services to pension and employee benefit plans, including 401(k) plans. These services include plan design, vendor selection, employee education, fee benchmarking, creating investment policy statements, and recommending investment funds. M4C can act as a fiduciary, sharing responsibility with the plan sponsor or having the authority to select and replace investment options. M4C primarily advises on mutual funds.
Assets Under Management$2.7M
Clients2
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$2.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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