Mobjack Investments, owned by Fulton Wood, offers investment advice on stocks, bonds, CDs, and exchange traded funds. Mobjack Investments manages various types of accounts, including individual, retirement, corporate, and trust accounts. Mobjack Investments can trade frequently for clients and accommodate socially responsible investing requests.
Assets Under Management$1.7M
Clients25
Advisors1
Avg. per Client$66K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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