Ryan Moseley is a CFA-designated registered investment advisor at Moseley Investment Management, INC., based in Bradention, FL, with 11 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 371 clients with $410M in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Fee Structure
Moseley Investment Management offers portfolio management services. The annual fee for stock portfolios ranges from 0.75% to 1.295%. The annual fee for fixed income portfolios is 0.5%. For accounts held away at other custodians, the annual fee ranges from 0.5% to 1%. Fees are charged quarterly in advance, based on the value of your investments on the last trading day of the previous quarter. Estate and inheritance planning is offered, and Moseley Investment Management will reduce their fee one time to cover the cost to the attorney.
Location
1724 Manatee Avenue W, Bradention, FL, 34205
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Regulatory History (1)
Customer Dispute
February 2024Employment History
Current Registrations
Moseley Investment Management, INC.
State Registrations2 states
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