We offer financial planning and investment management services in unison because they are most effective when performed together, not separately.
Our comprehensive financial plans act as a decision-making tool, driving organization and focus in all areas of your financial life.
The investment portfolios we assemble and manage are created with your financial plan in mind to be a good fit for your personal goals and circumstances.
The annual cost of our client service package is determined by the value of the assets under our management.
The annual fee is billed and payable quarterly, in advance, based upon the value of assets under management on the final day of the prior quarter.
A client who has engaged Mullooly Asset Management, Inc. with $1,500,000 in assets is being billed today. We take the value of their assets ($1,500,000) and apply it to the fee schedule above to find an annual fee of 0.35%. 0.35% of $1,500,000 is $5,250. We divide $5,250 by 4 to reach their quarterly bill, which would be $1,312.50.
*The fee schedule above is for new clients of Mullooly Asset Management, Inc. Certain legacy clients may be billed under a different fee schedule.
...And We Deliver!
Get our updates delivered right to your inbox.
Sign up and get a copy of our report: The Eight Big Mistakes Many Investors Make.