The Mutual Fund Store

Yes. The Mutual Fund Store is a franchise in the professional services category, which means you can own and operate a The Mutual Fund Store location under a franchise agreement with the franchisor. The franchisor provides the brand, systems, and ongoing support in exchange for an initial franchise fee and royalties, all disclosed in the Franchise Disclosure Document (FDD).

The The Mutual Fund Store initial franchise fee is $50K – $250K, paid to the franchisor at signing. This is separate from total investment and does not include build-out, equipment, or working capital.

The Mutual Fund Store operates 39 active locations as of the most recent FDD filing. Request the latest FDD for state-by-state distribution and openings/closures from Item 20.

The Mutual Fund Store was founded in 2000, giving the brand 26 years of operating history. Brand longevity matters in franchising because it correlates with refined operations, established supplier relationships, and a tested franchisee playbook.

The Mutual Fund Store unit-level profitability depends on location, operating costs, staffing, and management. When a franchisor makes an earnings claim, it appears in Item 19 of the Franchise Disclosure Document, the only place franchise financial performance is officially disclosed. Request the The Mutual Fund Store FDD on this page to review any Item 19 financial performance representation.

Submit a request through this page to receive the The Mutual Fund Store Franchise Disclosure Document. The FDD contains everything you need to evaluate the opportunity: Item 7 investment, Item 19 financial performance, Item 20 unit counts and franchisee turnover, and Item 21 audited financials. There is no cost or obligation to request the FDD.

The current The Mutual Fund Store FDD can be requested directly through this page. Franchise Disclosure Documents are federally regulated by the FTC and must be provided to prospective franchisees at least 14 days before signing any binding agreement or paying any fee.