Jeffrey Milewski is a registered investment advisor at Moat Capital, based in San Francisco, CA, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Moat Capital's investment management fee ranges from 0.50% to 2.00% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated based on the market value of assets at the end of each calendar quarter and are paid in arrears. Fees may be negotiable at the advisor's discretion.
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey teaches online courses for Creighton University's Heider College of Business, dedicating about 10-20% of his time. He also serves as CEO of Stable Coin Inc., a financial technology company, in a full-time capacity.
Employment History
Current Registrations
Moat Capital
State Registrations2 states
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