Moneywatch Advisors offers continuous investment advice and financial planning services tailored to individual client needs and financial goals. They manage investments in various assets, including stocks, bonds, ETFs, and mutual funds. Their approach focuses on determining a client's needs for income, capital preservation, and growth, and developing a financial plan and investment strategy to meet their goals. They manage money for the long term and avoid short-term trading.
Assets Under Management$290M
Clients379
Advisors3
Avg. per Client$770K
Avg. per Advisor$97M
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Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Clients may be paying a fee much greater than 0.25% in the case of smaller accounts being charged a flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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