Susan Mull is a registered investment advisor at Cap Partners, LLC, based in Franklin, TN, with 6 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 399 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAP Partners manages investments for a fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows, but the exact fee is negotiable.
Here are the general ranges:
- Less than $500k: 1.25% - 2.00%
- $500k - $2.5MM: 1.00% - 2.00%
- $2.5MM - $5MM: 0.75% - 2.00%
- $5MM+: 0.50% - 2.00%
The fee is charged quarterly in advance.
Location
109 International Drive, Suite 210, Franklin, TN, 37067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cap Partners, LLC
State Registrations1 state
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