Moseley Investment Management offers financial planning, consulting, and investment advisory services. These services include reviewing your financial situation, with a focus on income, estate, insurance, investment, retirement, and capital needs planning. Moseley Investment Management also manages investment portfolios using stocks, exchange traded funds, mutual funds, bonds, and options. For clients who do not desire ongoing portfolio management, Moseley Investment Management provides financial consulting services at an hourly rate.
Fee Structure
Moseley Investment Management offers portfolio management services. The annual fee for stock portfolios ranges from 0.75% to 1.295%. The annual fee for fixed income portfolios is 0.5%. For accounts held away at other custodians, the annual fee ranges from 0.5% to 1%. Fees are charged quarterly in advance, based on the value of your investments on the last trading day of the previous quarter. Estate and inheritance planning is offered, and Moseley Investment Management will reduce their fee one time to cover the cost to the attorney.