William Moody is a CFA-designated registered investment advisor at Moody Aldrich Partners, LLC, based in Marblehead, MA, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 376 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MAP receives compensation for investment advisory services by charging a fee based on a percentage of the assets they manage. Here are some examples of their fee schedules:
- Eastern Shore Capital Management Small Cap Equity Accounts:
- First $25 Million: 0.90% per year
- Next $25 Million: 0.80% per year
- All Additional Assets: 0.70% per year
- Eastern Shore Capital Management Smid Cap Equity Accounts:
- First $25 Million: 0.90% per year
- Next $25 Million: 0.80% per year
- All Additional Assets: 0.70% per year
- Global Value Advisors Global Equity Accounts:
- First $25 Million: 0.90% per year
- Next $25 Million: 0.80% per year
- All Additional Assets: 0.70% per year
- Global Value Advisors International Small Cap Equity Accounts:
- First $25 Million: 1.00% per year
- All Additional Assets: 0.90% per year
- Global Value Advisors Emerging Markets Accounts:
- First $25 Million: 1.00% per year
- All Additional Assets: 0.90% per year
- MAP Portfolio Solutions Group Accounts: Up to 1.00% per year
Fees are negotiable for certain client types and early investors.
Location
18 Sewall Street, Marblehead, MA, 01945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Moody Aldrich Partners, LLC
State Registrations1 state
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