John Moody
John Moody is a registered investment advisor at Frugal Financial Retirement Plan Services, LLC, based in Littleton, CO, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 138 clients with $170M 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 | 0.10% |
Advisory fees are negotiable at the sole discretion of the firm, and arrangements with any particular client can differ from those described above. Should a client have more than one account managed by the Firm, then the Firm can elect - at its sole discretion, to aggregate the client’s accounts for the purpose of computing management fees.
Fee Estimator
Location
Littleton, CO
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Regulatory History (1)
Criminal
December 2014Employment History
Current Registrations
Frugal Financial Retirement Plan Services, LLC
Previous Registrations
Onedigital
State Registrations1 state
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