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About Mulholland Wealth Advisors, LLC
Mulholland Wealth Advisors, LLC is a leading financial advisory firm that specializes in providing tailored and comprehensive advice to individuals and families. With a team of experienced and knowledgeable advisors, Mulholland Wealth Advisors, LLC is committed to helping clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
- Offers comprehensive and customized financial planning services
- Employs a team of experienced and knowledgeable advisors
- Tailors strategies to each client’s unique financial situation
- Provides ongoing support and guidance to help clients achieve their financial goals
Facts and Insights:
Mulholland Wealth Advisors, LLC has a proven track record of success in helping clients achieve their financial goals. As of 2020, the firm manages over $500 million in assets and has a client retention rate of 95%. Their client base includes high net worth individuals, families, and small business owners.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 1998 |
|---|---|
| Assets Under Management | $500 million (as of 2020) |
| Number of Advisors | 10 (as of 2020) |
| Number of Clients | 300+ |
Financial Services Offered:
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Services
Client Types:
- High Net Worth Individuals
- Family Offices
- Small Business Owners
Fees & Compensation:
Mulholland Wealth Advisors, LLC utilizes a fee-only structure, meaning they do not receive commissions for any products or services recommended to clients. This ensures that their advice is unbiased and always in the best interest of the client. Fees are based on a percentage of assets under management and may vary depending on the complexity of the client’s financial situation.
Background:
The firm was founded in 1998 by Michael Mulholland, who has over 30 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and holds a bachelor’s degree in Finance from the University of Florida. The firm’s team of advisors also hold various professional certifications and have a strong academic background in finance and economics.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Mulholland Wealth Advisors, LLC is required to disclose any potential conflicts of interest to their clients. This includes any relationships with third-party companies, potential conflicts of interest in recommending specific products or services, as well as any legal or disciplinary actions taken against the firm or its advisors. This information can be found in the firm’s Form ADV, which is available upon request or through the SEC’s online database.