Susan Moseley is a registered investment advisor at Moseley Investment Management, INC., based in Bradention, FL, with 26 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 371 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moseley Investment Management offers portfolio management services. The annual fee for stock portfolios ranges from 0.75% to 1.295%. The annual fee for fixed income portfolios is 0.5%. For accounts held away at other custodians, the annual fee ranges from 0.5% to 1%. Fees are charged quarterly in advance, based on the value of your investments on the last trading day of the previous quarter. Estate and inheritance planning is offered, and Moseley Investment Management will reduce their fee one time to cover the cost to the attorney.
Location
1724 Manatee Avenue W, Bradention, FL, 34205
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Regulatory History (1)
Customer Dispute
February 2024Employment History
Current Registrations
Moseley Investment Management, INC.
Previous Registrations
Royal Alliance Associates, INC.
State Registrations2 states
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.