Services > Investing Your Money > Mapping Your Financial Future
Mullen Advisory, Inc. is a fee-only financial planning and wealth management firm providing objective financial advice and portfolio management to clients of higher degrees of income and net worth.
Investing Your Money
You May Need Us To Manage Your Investments Because: -->
designs a portfolio based on your investment objectives (income only, growth and income, or growth only), your time horizon (when you will need the money) and risk tolerance (conservative, moderate or aggressive). Portfolio Management services are provided using primarily exchange-traded mutual funds, no-load stock and bond mutual funds, and where appropriate, certificates of deposit and individual bonds. We manage your funds on a discretionary basis, which gives us the authority to make trades on your behalf but gives us no access to your money. All investments are in your name at a discount brokerage company (usually Charles Schwab and Co., Inc.). Your quarterly fees are based on the amount in your portfolio. The minimum quarterly fee is $2,500 which equates to a $1,000,000 portfolio.
Mullen reserves the right to lower the minimum portfolio size based on her discretion. Either side can cancel the agreement at any time.
Mapping Your Financial Future
You May Need A Financial Plan Because: -->
is usually a necessary ingredient in reaching any significant life goal. Our job is to guide you on your journey with a financial road map. Each plan is tailor made to include the appropriate financial components for you.
We provide financial planning to only our on-going portfolio management clients. If a full, written plan is needed at the onset of portfolio management, there is usually an extra initial charge. Thereafter, on-going financial planning is complimentary to our portfolio management clients.
We discuss your goals and objectives, and after our analysis, we present you with a written plan charting your financial future utilizing our written recommendations to fulfill your goals and objectives.