John Mullen is a registered investment advisor at Parsons Capital Management INC, based in Providence, RI, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 740 clients with $2.1B 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 $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may vary and may be negotiable depending on a client’s unique situation. 0.80% per year for charitable accounts.
Fee Estimator
Location
40 Westminster Street, Ste 400, Providence, RI, 02903
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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
John serves on the board of trustees for Providence Country Day School and Roger Williams Zoological Society. He also sits on the investment committee for Gordon School.
Employment History
Current Registrations
Parsons Capital Management INC
Previous Registrations
Ocean State Asset Management, LLC
State Registrations1 state
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