Kathleen Anne Muldoon
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fee Estimator
RJFSA offers wrap fee programs where you pay an annual fee based on the assets managed. The fee covers advisory and brokerage services. The Ambassador Wrap Fee Program and OSM Dual Contract Platform both have the same fee schedule: 2.25% up to $1M, 2.00% for $1M-$2M, 1.75% for $2M-$5M, 1.50% for $5M-$10M, and 1.25% for $10M+. These fees do not include other expenses like fund operating costs, custodial fees, or regulatory fees. Fees may be negotiable based on the relationship with the advisor.
Areas of Practice
Advisor Information
Office location
12222 Merit Dr., Ste. 1800, Dallas, TX, 75251
Get directionsRegulatory History (1)
Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Kathleen is involved with several non-profit organizations, primarily serving on finance and investment committees. She also works as an agent for Insurance Designers and UNUM, focusing on term insurance renewals.