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