Moller Wealth Partners is an independent registered investment advisor founded in 1991, operating out of Northfield, Illinois. The registered investment advisor provides personalized financial planning and investment management services to individuals, families, and trusts. Services begin with creating a tailored financial plan that covers retirement planning, tax strategies, estate planning, charitable giving, education funding, insurance risk review, and special needs planning. After establishing a plan, clients can choose between two primary service levels: Comprehensive Wealth Management, which includes continuous investment management, quarterly financial plan reviews, and quarterly reports; or Asset Management, which focuses on investment management and biennial financial goal reviews. Moller Wealth Partners manages portfolios primarily using low-cost mutual funds and exchange-traded funds, applying strategic asset allocation to diversify and rebalance holdings. The registered investment advisor operates legally required to act in your best interest as a fiduciary for retirement and individual accounts, and is entirely fee-only, meaning they do not accept commissions or third-party compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are billed quarterly in arrears. Minimum quarterly fees apply ($2,000 for Comprehensive Wealth Management and $750 for Asset Management).
