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

941 Wheatland Ave., Suite 101, Lancaster, PA, 17603

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Teressa works as an Executive Administrative Assistant for Sequinox - DBA, dedicating nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
Sequinox Wealth Management, LLC
June 2025 - Present · 7 mos
Mulholland Wealth Advisors, LLC
December 2020 - Present · 5 yrs 1 mo
Previous Registrations
J. W. Cole Advisors, INC.
November 2018 - December 2020 · 2 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.