Assets Under Management
N/A
Number of Clients
45
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Mooberry Financial Management, LLC offers comprehensive financial planning services, including asset and income assessment, future planning, goal setting, insurance and estate planning, and tax planning. Investment advice is provided, with securities recommendations made through Institutional Securities Corp.
Fees for the initial financial plan range from $600 to $4500, billed annually in arrears after the initial phase and implementation. Additional services are offered at hourly rates.
901 Kentucky, Suite 202, Lawrence, KS, 66044