Mandi Moynihan is a CFP-designated registered investment advisor at Astoria Strategic Wealth, INC., based in New Braunfels, TX, with 8 years of industry experience. Mandi 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 177 clients with $480M 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 | 0.45% |
Fee Estimator
Location
New Braunfels, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Astoria Strategic Wealth, INC.
Previous Registrations
Pauley Financial
Ameriprise Financial Services, INC.
State Registrations1 state
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