Mulholland generally charges a 1.45% annual management fee based on the total household account value. A minimum of $200,000 is generally required to open an account directly with Mulholland, or $50,000 if introduced through a Mulholland Investment Advisory Representative. Accounts less than $50,000 may be accepted at Mulholland's discretion. This fee does not include custodial fees or Overlay Manager fees, which typically range from 0.10% to 0.30% annually. All advisory fees are negotiable. Financial planning services are available through True Peace Financial for an additional fee.
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251
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Learn about disclosures →Donald is affiliated with Hershberger Insurance Agency since 1999, selling property and casualty insurance, as well as a small amount of life insurance and annuities. He also works as the head varsity hockey coach at Westmont Hill Top High School, dedicating about 10-20% of his time to this role.