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Greg Mcmullen

Advisor at Newedge Advisors

Updated today

Location

Newburg, PA 17240

Credentials

Series 63, Series 65

Industry experience

32 years

About

Greg McMullen is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at NewEdge Advisors since 2021 and concurrently at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2012. Outside of his advisory roles, McMullen officiates high school and club basketball games with the Pennsylvania Interscholastic Athletic Association. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Client services

Based on Newedge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Newedge Advisors

Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees up to $200,000 for financial planning and consulting; fixed fees or project fees for business consulting

Percentage

$25,000 - $1,000,000: 2.25% (Equity and Balanced Accounts under Advisors Choice) $1,000,001 - $2,000,000: 2.00% (Equity and Balanced Accounts under Advisors Choice) Over $2,000,000+: 1.75% (Equity and Balanced Accounts under Advisors Choice) $25,000 - $500,000: 2.25% (Fixed Accounts under Advisors Choice) $500,001 - $1,000,000: 2.00% (Fixed Accounts under Advisors Choice) $1,000,001 - $2,000,000: 1.75% (Fixed Accounts under Advisors Choice) Over $2,000,000+: 1.50% (Fixed Accounts under Advisors Choice) $0 - $50,000: 2.50% (First $50,000 under Financial Product Management Strategy) $50,001 - $250,000: 2.25% (Next $200,000 under Financial Product Management Strategy) $250,001 - $500,000: 2.00% (Next $250,000 under Financial Product Management Strategy) $500,001 - $1,000,000: 1.75% (Next $500,000 under Financial Product Management Strategy) Over $1,000,000+: 1.50% (Over $1,000,000 under Financial Product Management Strategy) $10,000 - $999,999: 1.75% (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% (Mid Atlantic Fund Strategy) $2,000,000+: 1.25% (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% (Equity and Balanced Accounts under Manager of Managers Programs - Legacy clients) $1,000,001 - $2,000,000: 2.50% (Equity and Balanced Accounts under Manager of Managers Programs) Over $2,000,000+: 2.25% (Equity and Balanced Accounts under Manager of Managers Programs) $100,000 - $1,000,000: 2.00% (Fixed Income Accounts under Manager of Managers Programs) $1,000,001 - $2,000,000: 1.75% (Fixed Income Accounts under Manager of Managers Programs) Over $2,000,000+: 1.50% (Fixed Income Accounts under Manager of Managers Programs) $1,000,000 - $25,000,000: 1.00% (Pension Consulting Services for aggregate 401(k) Sponsor Assets) $25,000,001 - $50,000,000: 0.40% (Pension Consulting Services) Over $50,000,000+: 0.25% (Pension Consulting Services) $1 - $50,000: 2.00% (Non-Discretionary Advisory Services) $50,001 - $250,000: 1.75% (Non-Discretionary Advisory Services) $250,001 - $500,000: 1.50% (Non-Discretionary Advisory Services) $500,001 - $1,000,000: 1.25% (Non-Discretionary Advisory Services) $1,000,000+: 1.00% (Non-Discretionary Advisory Services)

Commissions

Commissionable securities sales by registered representatives; mutual funds with 12b-1 fees received by NewEdge Securities; conflicts disclosed

Project-based

Hourly fees range from $0 to $500 per hour for financial planning and consulting; negotiable hourly fees for business consulting

Subscriptions

Subscription-based (ongoing) fees for financial planning and consulting on a monthly or quarterly basis; payment via AdvicePay

Other

Minimum fee: $20 per account per calendar quarter (not to exceed $480 per household per year) Fee-only: Hourly fees from $0 to $500 per hour; flat fee from $0 to $200,000 for financial planning and consulting; negotiable fees for business consulting (hourly, project, or contingent fees)

Location

375 Newville Road, Po Box 112

Newburg, PA 17240

Most active in

Pennsylvania

Work history

NewEdge Advisors, LLC

2021 - Present (5 years)

Mid Atlantic Financial Management, Inc.

2012 - Present (14 years)

Mid Atlantic Capital Corporation

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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