Michael Bender is a registered investment advisor at Moe Doe LLC, based in Melville, NY. Michael 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
Moe Doe LLC does not manage investment portfolios directly. Instead, the firm refers clients to third-party investment advisors and gets paid through a share of the fees those outside managers charge.
- The fee share is calculated based on your account balance at the end of each calendar quarter.
- These referral fees are negotiable.
- You will pay any third-party management fees directly to or through the selected outside advisor, and Moe Doe LLC does not deduct fees from your accounts.
- There are no account minimums required to use Moe Doe LLC.
Location
510 Broadhollow Rd, Ste 300, Melville, NY, 11747
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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 →Employment History
Current Registrations
Moe Doe 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.
Exams
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