Moisand Fitzgerald Tamayo (MFT) offers wealth management and financial planning services. MFT manages assets based on written policies established with clients, focusing on risk management, investments, taxes, retirement, and estate planning. MFT also offers financial planning and consulting services for a fixed project fee or an hourly fee. MFT is independent, receives no commissions, and is legally required to act in your best interest.
Assets Under Management$1.2B
Clients888
Advisors11
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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% |
MFT may negotiate the fee schedule to be higher or lower than the amounts described above based upon the complexity of client’s situation including complications or impracticalities resulting from client’s use of a custodian not recommended by MFT.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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