In this week’s Mullooly Asset Management video, Tom and Brendan discuss getting started with Mullooly Asset Management. Whenever a new client decides to transfer their accounts to Mullooly Asset they tend to have questions about the process. Tom thought it would be helpful to outline the simple process here on the website so that everybody could see how easy it really is.
Mullooly Asset Management is committed to making money for our clients. One way that we do this is by keeping investing costs low. This means that we work with discount brokerage firms to buy and sell investments. Tom explains that most clients have accounts with either TD Ameritrade or Charles Schwab, but they can use other discount brokers as well.
There are different processes involved when it comes to changing your investment advisor or broker. Tom outlines the processes involved with transferring brokerage accounts, mutual funds, annuities, and retirement accounts in this video. None of these processes are lengthy, and most will be completed within 5-7 business days maximum. Getting started with Mullooly Asset Management is not a complicated process, and this video should help drive that point home.