Mos Capital, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

MOS Capital provides financial planning and investment management services. They review clients' financial situations and manage assets based on their objectives, considering factors like age, risk tolerance, and time horizon. MOS requires a written investment policy for each account. Their investment style is classified as "Growth & Income," focusing on income production and capital appreciation using conservative stocks and bonds. MOS does not work with clients seeking aggressive capital appreciation or short-term profits, or those who prefer investments in small company stocks, futures contracts, commodities, or alternative investments.

Assets Under Management$210M
Clients119
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$100M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $2.0M0.50%
$2M+0.50%

Fees are negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm