The following services will be performed for you, which include “Investment advisory services” plus those listed below. Click here to view Investment Advisory Services.

• Analyze cash flows and make recommendations for cash flow strategies (as requested).
• Implement cash flow strategies for cash flow needs (as requested).
• Review asset allocation of your total investment pool (annually).
• Make investment recommendations for your employer sponsored retirement plans, such as 401(k) plans (as requested).
• Advise on investments you hold that are not presently under our discretionary management (as requested). This does not, however, include detailed investment or cash flow analysis of any specific investment opportunity not currently followed by our firm.
• Assess your risk management circumstances, including insurance needs analysis (as appropriate and requested) for life, disability, and long-term care protection. Make recommendations on types of policies and appropriate coverage.
• Assess and consult on personal and investment mortgages, debt refinancing, and loan alternatives.
• Consult on your estate planning issues (as requested).
• Consult on your strategies for philanthropic and multigenerational planning (as requested).
• Jointly consult on your insurance, tax, investment, estate, and retirement planning strategies with your other professional advisors (as requested).

If you desire a comprehensive review of your wealth management issues, Mulligan Capital will establish a mutually agreed upon review plan and time frame, prioritized according to your needs.

Fee schedule for wealth management services

Annual fee based on assets under discretionary management (minimum $6,000)