Betsy Moszeter is a registered investment advisor at Reflection Asset Management, based in Isle of Palms, SC, with 2 years of industry experience. Betsy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 67 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Reflection Asset Management (RAM) charges a fee based on the value of your account for separately managed accounts, ranging from 0.45% to 1.35% annually, deducted quarterly. For model portfolios like WMNomics offered through Interactive Brokers, RAM charges 0.40% to 0.45% annually, paid quarterly. If your separately managed account invests in the Democratic Large Cap Core ETF or Sphere 500 Climate Fund, RAM waives the management fee for those assets.
Location
Isle of Palms, SC
Get directionsHistory
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
Reflection Asset Management
Previous Registrations
Newday
Tamro Capital Partners LLC
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.