Moisand Fitzgerald Tamayo, LLC provides wealth management and financial planning services for individuals, families, trusts, estates, and retirement plans. Operating as an independent firm, Moisand Fitzgerald Tamayo, LLC focuses on objective, research-backed investment strategies utilizing low-cost mutual funds and exchange-traded funds while avoiding market timing and commissioned products. The firm's advisory services cover five principal areas: risk management, investments, tax planning, retirement planning, and estate planning. In addition to ongoing portfolio management, Moisand Fitzgerald Tamayo, LLC offers standalone financial planning, retirement plan consulting for businesses, business consulting, and tax return preparation services. The firm operates with offices in Orlando, Melbourne, and Tampa, Florida.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Same household member accounts can be aggregated to meet minimums. A flat annual fee of $6,000 applies if the minimum asset requirement is waived for portfolios under $423,000. Fees may be negotiated based on complexity.
