Victor Moy is a CFA-designated registered investment advisor at Moy Investment Management, LLC, based in Cincinnati, OH, with 25 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees for Investment Management Services vary between 0.25% to 1.00% depending upon the market value of your assets under our management, the type and complexity of the investment management services provided, as well as the level of administration, requested either directly or assumed by the client.
Fee Estimator
Location
300 E-Business Way, Suite 200, Cincinnati, OH, 45241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Moy Investment Management, LLC
Previous Registrations
Dunham and Associates Investment Counsel, INC.
Bartlett & CO
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.