Daniel Mulheran is a registered investment advisor at Abbey Street, based in Eden Prairie, MN, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Location
11095 Viking Drive, Suite 410, Eden Prairie, MN, 55344
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a board member of Hazeltine National Golf Club since 2018, dedicating minimal time to attending board meetings. He also serves as President of the Golf Club, dedicating about 10-20% of his time to strategic leadership.
Employment History
Current Registrations
Abbey Street
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
NFP Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
One Orchard Equities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.