The Moorings Group is an asset management firm specializing in fixed income portfolios, particularly municipal bonds. They also manage a limited number of balanced portfolios. They customize portfolios based on your financial history, goals, risk profile, and tax considerations. The Moorings Group does not provide legal or accounting advice and encourages clients to consult with their own professionals.
Assets Under Management$440M
Clients124
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
The Moorings Group charges a percentage of your portfolio's value each year. The exact percentage depends on the type of portfolio (balanced or fixed income) and the amount you invest. The fees are:
Balanced Portfolios:
- $500,000 to $999,999: 1.00%
- $1,000,000 to $2,999,999,999: 0.75%
- $3,000,000 to $4,999,999,999: 0.50%
- $5,000,000 to $14,999,999,999: 0.35%
- $15,000,000 and above: Negotiable
Fixed Income Portfolios:
- $500,000 to $999,999: 0.50%
- $1,000,000 to $2,999,999: 0.40%
- $3,000,000 to $4,999,999: 0.36%
- $5,000,000 to $14,999,999: 0.25%
- $15,000,000 and above: 0.20%
These fees do not include transaction fees charged by the custodian or mutual fund fees.
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