Mouly Financial Management is a registered investment advisor founded in 1991 and based in Davie, Florida, owned and operated solely by Eileen L. Mouly. The firm provides tailored investment management services using an asset allocation strategy, building diversified portfolios with mutual funds, stocks, bonds, certificates of deposit, and other securities. Investment management is conducted on a non-discretionary basis, meaning client approval is obtained before every trade. In addition to portfolio management, Mouly Financial Management offers financial consulting on topics such as retirement, estate, and tax planning. The firm's principal also engages in outside business activities, including acting as a registered representative for a broker-dealer, selling insurance products, and providing separate accounting and tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees for amounts over $5,000,000 are negotiable. Total assets of spouses and related family members may be considered together for discounts.