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Mullooly Asset Management Podcast
July 24, 2013
Mullooly Asset Management July 2013
Full-Service Brokers
High commissions
Fees
Expect high net-worth clients
Research?
Initial Public Offerings?
Limited selection of funds to buy
Mullooly Asset Management July 2013
Discount Brokers
Low (or no) commissions
Many of the “service oriented” items are free
No minimums to invest
Research!
Even some initial public offerings
No limitations on what funds you can buy
Mullooly Asset Management July 2013
None of the securities mentioned in this (or any)
podcast or video represent past specific
recommendations of Mullooly Asset Management.
This video is NOT a recommendation to buy or sell any
of the securities mentioned here.
If you’re relying on a podcast for investment advice, you
are likely making a huge mistake.
We strongly urge our listeners to consult with their
investment advisor before they make a decision to buy
or sell any investment.
Mullooly Asset Management July 2013
Mullooly Asset Management, LLC
support (at) mullooly (dot) net
732-223-9000
www.mullooly.net
Mullooly Asset Management July 2013
Mullooly Asset Management, LLC
support (at) mullooly (dot) net
732-223-9000
www.mullooly.net
Mullooly Asset Management July 2013

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Discount Brokers vs Full-Service Brokers

  • 1. Mullooly Asset Management Podcast July 24, 2013 Mullooly Asset Management July 2013
  • 2. Full-Service Brokers High commissions Fees Expect high net-worth clients Research? Initial Public Offerings? Limited selection of funds to buy Mullooly Asset Management July 2013
  • 3. Discount Brokers Low (or no) commissions Many of the “service oriented” items are free No minimums to invest Research! Even some initial public offerings No limitations on what funds you can buy Mullooly Asset Management July 2013
  • 4. None of the securities mentioned in this (or any) podcast or video represent past specific recommendations of Mullooly Asset Management. This video is NOT a recommendation to buy or sell any of the securities mentioned here. If you’re relying on a podcast for investment advice, you are likely making a huge mistake. We strongly urge our listeners to consult with their investment advisor before they make a decision to buy or sell any investment. Mullooly Asset Management July 2013
  • 5. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management July 2013
  • 6. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management July 2013