Mulholland Wealth Advisors provides investment advice, managing client accounts and making investment decisions without needing to consult with clients first. Mulholland invests in various securities, including stocks, mutual funds, and exchange-traded funds. One of Mulholland's representatives also offers financial planning services through True Peace Financial, helping clients with retirement, estate, and tax planning.
Assets Under Management$540M
Clients806
Advisors7
Avg. per Client$670K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$200K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Fees are negotiable. Overlay Manager fees typically range from 0.10% to 0.30% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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