Advisor at Compound Family Offices, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compound Family Offices, LLC
Location
Sarasota, FL 34237
Credentials
CFA®
Industry experience
7 years
Jeffrey Mullens is a CFA® charterholder with seven years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices and Madison Homes. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, offering comprehensive financial, tax, estate, and philanthropic planning. The firm emphasizes discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes assets not directly managed by the firm.
Based on Compound Family Offices, LLC
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.85% $20,000,001 - $30,000,000: 0.70% $30,000,001 - $80,000,000: 0.50% $80,000,001+: 0.25%
Account minimum: $10,000,000 Fee-only: Annual asset-based fee charged on a blended tier schedule as detailed in fee_tiers.
2033 Main Street, Suite 202
Sarasota, FL 34237
Florida
Compound Family Offices
2018 - Present (8 years)
Madison Homes
2018 - 2018 (1 year)
GenSpring | SunTrust Private Wealth Management
2018 - 2018 (1 year)
GenSpring Family Offices
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
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Series 66
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CFP®, Series 63
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Summit Financial Advisors
Series 63, Series 65
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Insight Family Financial
Series 65
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DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
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