Me Financial, led by Michelle Moses, provides financial planning services covering retirement, budgeting, college, and investment planning. They also recommend and monitor third-party investment advisors, acting as a co-advisor. Me Financial manages individualized portfolios using exchange-traded funds and Reg D offerings. Services are tailored to client goals and objectives.
Assets Under Management$19M
Clients40
Advisors1
Avg. per Client$460K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are negotiable based on the size of the accounts. A client may aggregate accounts to receive a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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