Elizabeth Mosier is a registered investment advisor at Hermitage Wealth, based in Richmond, VA, with 5 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 45 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Hermitage Wealth does not directly manage investments but helps clients select third-party money managers. Fees for these managers vary. Hermitage Wealth's fees are negotiable and fall within these ranges:
- First $0 - $500,000: 0.90% - 1.50% per year
- Next $500,000 ($500,001 - $1,000,000): 0.80% - 1.35% per year
- Next $500,000 ($1,000,001 - $1,500,000): 0.70% - 1.20% per year
- Next $500,000 ($1,500,001 - $2,000,000): 0.60% - 1.10% per year
- Next $2,000,000 ($2,000,001 - $4,000,000): 0.50% - 1.05% per year
- Remaining Assets Exceeding $4,000,001: 0.40% - 1.00% per year
These fees are in addition to the fees charged by the third-party money managers.
Location
3761 Westerre Parkway, Suite G, Richmond, VA, 23233
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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 →Other Business Activities
Elizabeth works as a Plan Service Specialist at Hermitage Wealth Management, assisting registered representatives, dedicating full-time hours to this role. Capitol Financial Solutions writes Elizabeth's paycheck, but she dedicates no time to this entity directly, as it is related to her work at Hermitage Wealth Management.
Employment History
Current Registrations
Hermitage Wealth
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
State Registrations1 state
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