Moore Financial Advisors (MFA) provides wealth management and financial planning services. MFA creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, options, and alternative investments. MFA also offers financial planning services, including retirement planning, education savings, and insurance evaluation. MFA may refer clients to other specialists like accountants or attorneys.
Assets Under Management$110M
Clients90
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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