Moy Investment Management (MIM) offers investment management services where they manage client accounts on a discretionary basis. They also provide financial planning services, which include evaluating a client's current and future financial state to predict future cash flows, asset values, and withdrawal plans. MIM also offers services to retirement plans, acting as a limited-scope ERISA 3(21) fiduciary.
Assets Under Management$81M
Clients31
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees for Investment Management Services vary between 0.25% to 1.00% depending upon the market value of your assets under our management, the type and complexity of the investment management services provided, as well as the level of administration, requested either directly or assumed by the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...