Mouly Financial Management provides investment management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They offer advice on various securities, including mutual funds, stocks, bonds, and annuities. In addition, Mouly Financial Management offers consulting services addressing retirement, estate, and tax planning. Clients are encouraged to contact the firm with any financial concerns.
Assets Under Management$22M
Clients29
Advisors1
Avg. per Client$760K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees are negotiable for amounts over $2,000,000. For accounts under $100,000, a higher annual fee up to 1.5% may be charged, not exceeding $250 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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