Mueller Financial

Services & Fee Guide

Choose the support that fits your goals - from investment management to a complete plan and ongoing advice.

Investment Management

Professional portfolio management

Who It Fits

For clients who want help choosing investments, managing risk, and keeping their portfolio aligned with their goals.

What You Receive

An investment strategy tailored to your goals and comfort with risk. We design, select, implement, and monitor your portfolio with the guidance of an Accredited Investment Fiduciary^®.

0.85% - 1.25%*

Annual advisory fee on assets under management.

Annual cost depends on the assets managed and the applicable household fee breakpoint.

*The applicable advisory rate is contingent upon specific breakpoints based on total household assets under management.

**Investment Advisory Platform fees, Mutual Fund fees, and ETF Strategist fees may be additional.

Financial Planning

A comprehensive financial roadmap

Who It Fits

For clients who want to understand how today's financial decisions affect their future and get a clear plan for moving forward.

What You Receive

A customized plan addressing savings, investments, debt, taxes, insurance and risk, inflation, retirement income, and how long your money may need to last. Estate and college planning as relevant.

$2,750 - $3,250

Initial financial plan fee.

Full-service clients combine a plan, investment management, and ongoing advice. Each service has applicable fees.

The financial plan fee may vary depending on the complexity of your plan.

Ongoing Planning

Advice as your life changes

Who It Fits

For clients who want regular guidance on important decisions and help tracking progress toward their financial goals.

What You Receive

Planning meetings to review your progress, discuss changes in your life or finances, and identify updates to your plan. Meetings may be annual or semi-annual, depending on your needs.

$450

Per planning meeting.

Annual: 1 meeting = $450 per year.
Semi-annual: 2 meetings = $900 per year.
Before any fee reduction or waiver.

For clients who also use our investment management services, ongoing planning meeting fees may be reduced or waived.

Need help with a specific issue?

Targeted project advice is available for needs such as life insurance, long-term care, college funding, or a specific investment question. Fees or commissions vary by the project and solution; neither a fixed amount nor a range is specified in this guide.

Request a Consultation Prefer to talk now? Call (859) 918-6750