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.
941 Wheatland Ave., Suite 101, Lancaster, PA, 17603
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Learn about disclosures →Matthew operates Sequinox, a financial planning business, since 2019. He dedicates full-time hours to this activity, with a significant portion during securities trading hours.