Mull Capital Management, LLC invites prospective clients to stop by and Experience the Difference of working with us.
WE ARE ON YOUR SIDE
Our investment portfolio management services are always fee-based, not commission-based. The fee is an annual percentage that varies according to the amount of assets under management. Fees are assessed monthly. The more your portfolio grows, the more we earn.
WE STRIVE TO PROVIDE INCOME THAT GROWS
We believe strongly in dividend-growth investing and we will design and implement a portfolio that should grow its income annually, helping your purchasing power to keep up with inflation.
WE ARE PROBLEM SOLVERS
We can help you to plan for your financial future, developing strategies that will help you to achieve your financial goals and navigate through life’s many obstacles. This is one of the differences between a Wealth Management Firm and an Investment Firm – we are here to help you not only with your investment portfolio, but also to offer you solutions to difficult financial related situations.
WE HAVE A CERTIFIED PUBLIC ACCOUNTING ADVANTAGE
Our CPA training, ethical standards and experience set us apart. Patricia B. Mull, CPA, PFS has 40 years of experience as a CPA, and this expertise is incorporated in every decision we make for our clients.
WE OFFER A RELAXED AND FRIENDLY ENVIRONMENT
While we take your financial well being very seriously, we strive to keep our office a friendly place where all of our clients feel welcome. All of our clients are important to us, and we like to take the time to hear what is new in their lives.