Tricia Pisani Mulcare

CFP

Homrich Berg

15 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Homrich Berg

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

138 advisors

Number of Clients

4,237 clients

Average Client Portfolio

$4.4M average

Assets Under Management

$18.6B

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.0M	1.00%
$2.0M - $5.0M	0.75%
$5.0M - $10.0M	0.63%
$10M+	0.50%

Fees are negotiable. Legacy clients may pay different rates.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$12,500

Contact

Tricia Pisani Mulcare

Location

3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Hb Wealth

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Homrich Berg

October 2010 - November 2021 · 11 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.

Additional Information

Tricia joined Homrich Berg in 2003 after spending four years with Ernst & Young. While at E&Y, in addition to becoming a CPA, Tricia led teams within the federal tax consulting group to determine research and development tax credits for major corporations throughout the Southeast.