Stephen Moseley is a registered investment advisor at Tealwood Asset Management, based in Minneapolis, MN, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 231 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tealwood Asset Management's fees are based on a percentage of the total value of your account each quarter. The fees listed below are annual rates, but are charged one quarter at a time, payable in advance.
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Large-Cap, Strategic Income, Equity Income and Small- and Mid-Cap:
- 1.0% on the first $1,000,000 of market value
- 0.75% from $1,000,000 to $3,000,000
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Defensive Fixed Income:
- 0.50% on the first $3,000,000 of market value for non-municipal bonds
- 0.30% on the first $3,000,000 of market value for municipal bonds
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Quality Fixed Income:
- 0.50% on the first $3,000,000 of market value (fees may be subject to a discount when yields to worst are below 3%).
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Quality Fixed Income - Minnesota Tax-Free:
- 0.10% on all assets, with a minimum account size of $3,000,000
All portfolio styles are negotiable at values above $3,000,000.
The minimum account size for all portfolios is $250,000.
Location
120 South 6th Street, Suite 1900, Minneapolis, MN, 55402
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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
Tealwood Asset Management
Previous Registrations
Strategic Advisers, INC.
Strategic Advisers, INC.
State Registrations1 state
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