Advisor at Mulligan Capital, Inc.
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Firm
Mulligan Capital, Inc.
Location
Tigard, OR 97223
Credentials
CFP®, Series 63
Industry experience
35 years
John Mulligan is the principal advisor at Mulligan Capital, Inc. in Tigard, Oregon, holding the CFP® and Series 63 designations with 35 years of industry experience. He has led Mulligan Capital since 2000 and is also the managing member of The IRA QLAC Company, LLC, providing QLAC consulting, sales, and services. Additionally, Mulligan is a licensed insurance agent and may implement insurance recommendations for clients in a separate capacity. Mulligan Capital offers discretionary portfolio management and financial planning primarily for individual clients and self-directed ERISA retirement accounts, managing approximately $40 million in assets. The firm’s investment approach centers on fundamental analysis, strategic asset allocation, and a long-term purchase orientation, with portfolios reviewed semi-annually and accounts managed on a discretionary basis.
Based on Mulligan Capital, Inc.
$0+: Negotiable up to 1.50% annually max for discretionary separately managed assets ERISA Self-Directed Profit Sharing / 401k accounts+: Negotiable, currently 1.20% annually Fixed Income only accounts+: Negotiated, starting at 0.30% (30 basis points) up to 0.60% (60 basis points) annually
Insurance product sales may generate commissions to John J Mulligan separate from advisory fees
$249 per hour for financial planning
Account minimum: $350,000 Fee-only: Financial planning fees charged hourly at $249 per hour
7110 Sw Fir Loop #255
Tigard, OR 97223
Arizona · Oregon
Mulligan Capital
2016 - Present (10 years)
Mulligan Capital, Inc.
2000 - 2016 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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