Moore Financial Planning Advisors, LLC offers personalized financial planning and investment management services to individuals. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Hugh Moore, the owner, is also an insurance agent.
Assets Under Management$2M
Clients96
Advisors1
Avg. per Client$21K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.88% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.40% |
| $2.5M - $5.0M | 0.36% |
| $5M+ | 0.20% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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