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.
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Learn about disclosures →Michael is the Chief Executive Officer of Mulholland Wealth Advisors, LLC, a wealth advisory firm, since 2015. He dedicates about a quarter of his time to business development and strategic positioning, with about 30 hours per month during trading hours.