| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.45% |
All advisory fees are negotiable at the sole discretion of Mulholland.
941 Wheatland Ave., Suite 101, Lancaster, PA, 17603
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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 →Matthew operates Sequinox, a financial planning business, since 2019. He dedicates full-time hours to this activity, with a significant portion during securities trading hours.