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Credentials
Series 65, Series 66
Experience Industry experience
11 years
Location
Remote
Tanager Wealth Management
Team
Patrick Mulhern is a financial advisor at Tanager Wealth Management with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Tanager since 2017, following roles at UBS Financial Services and Merrill. Mulhern serves on the Finance Committee of the Portsmouth Athenaeum, where he contributes to decisions regarding acquisitions and loans. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs an asset-allocation approach with fundamental security analysis and actively manages accounts, often utilizing independent investment managers and accommodating a significant non-U.S. client base.
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
11 years of industry experience
Tanager Wealth Management
2017 - Present • 9 years
London
UBS Financial Services
2013 - 2017 • 4 years
Portsmouth, NH
Merrill
2012 - 2013 • 1 year
Portsmouth, NH
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Insurance agent
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Broker-dealer / trader
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Bank
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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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