MoneyPro Wealth Management offers investment advisory services, including asset management and comprehensive retirement planning. The firm creates tailored portfolios and provides financial plans based on clients' goals and objectives. MoneyPro also offers investment portfolio risk analysis. The firm acts as a fiduciary, prioritizing client interests and maintaining open communication.
Assets Under Management$1.7M
Clients7
Advisors1
Avg. per Client$250K
Avg. per Advisor$1.7M
www.linkedin.com/in/robert-bailey-themoneypro ·www.themoneypro.com ·www.facebook.com/503855363358259
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation. The firm participates in the Altruist Model Marketplace, which may result in additional fees ranging from 0.00% to 1.00% passed through to client accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...