LS

Leslie Lynette Davis Schoenhofer

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$674K average
Assets Under Management
$543.2M

Fee Structure

Minimum Investment:$50K

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.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment ManagementHigh Net Worth
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Advisor Information

Office location

7450 W. 130th St., Suite 215, Overland Park, KS, 66213

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Regulatory History (2)
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Customer Dispute
September 2023
Pending
Employment Separation After Allegations
May 2023
Other Business ActivitiesSells Insurance

Leslie owns True Peace Financial Solutions, where she sells insurance products including fixed index annuities, fixed annuities, life insurance, and long-term care insurance, dedicating nearly full-time hours to this. She is also a board member of True Peace Marketing Inc, spending minimal time per week to help maintain daily processes.

Employment History
Current Registrations
Mulholland Wealth Advisors, LLC
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Alphastar Capital Management, LLC
May 2018 - June 2023 · 5 yrs 1 mo
Secure Investment Management, LLC
February 2014 - May 2018 · 4 yrs 3 mos
Client One Securities LLC
July 2013 - February 2014 · 7 mos
State Registrations7 states
ARFLIAKSMONETX
Advisor
Exams
No exam information available for this advisor.