Money Consultants Advisory, Inc. offers advice consultations on an as-needed basis, covering investment and related financial topics. They also provide investment management services for a fee. The firm prioritizes client privacy and has a business continuity and succession plan in place.
Assets Under Management$2M
Clients1
Advisors1
Avg. per Client$2M
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1.0% for clients in the accumulation phase and 1.5% for clients in the distribution phase.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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