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Credentials
Series 66, Series 65
Experience Industry experience
10 years
Location
Remote
Tanager Wealth Management
Team
Patrick Mulhern is a financial advisor at Tanager Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for four years before joining Tanager in 2017. Mulhern serves on the finance committee of the Portsmouth Athenaeum. Tanager Wealth Management provides discretionary portfolio management, financial planning, and independent investment manager recommendations to individual and high-net-worth clients, trusts, charities, and retirement plans. The firm utilizes an asset-allocation framework with active management and fundamental security analysis, and it is noted for its substantial non-U.S. client base and tailored operational practices.
Based on Tanager Wealth Management
Based on Tanager Wealth Management
Fixed financial planning fee of $10,000
$0 - $1,000,000: 1.50% total fee (1.25% annual fee + 0.25% Bespoke Beta Fee) $1,000,001 - $3,000,000: 1.25% total fee (1.00% annual fee + 0.25% Bespoke Beta Fee) $3,000,001 - $10,000,000: 1.00% total fee (0.75% annual fee + 0.25% Bespoke Beta Fee) $10,000,001 - $20,000,000: 0.75% total fee (0.50% annual fee + 0.25% Bespoke Beta Fee) $20,000,001+: 0.65% total fee (0.40% annual fee + 0.25% Bespoke Beta Fee)
Minimum fee: $10,000 minimum annual fee for all clients Fee-only: Fixed fee of $10,000 for creating client financial plans (non-negotiable)
Pennsylvania
10 years of industry experience
Tanager Wealth Management
2017 - Present • 9 years
London
UBS Financial Services
2013 - 2017 • 4 years
Portsmouth, NH
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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