Hilpan Moxie Wealth Management provides financial planning and portfolio management services. They start with a consultation to understand your needs and goals, then create a written financial plan tailored to your situation. After the plan is created, they will work with you to create a customized investment portfolio. Hilpan Moxie actively manages and reviews client accounts monthly. Financial planning and portfolio management are typically offered together for one fee, but can be requested as standalone services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $450K | 1.50% |
| $450K - $800K | 1.35% |
| $800K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Annual fee is calculated, accrued, and collected on a quarterly basis in arrears. The annual fee can be negotiated based upon the complexity of the client’s financial situation, the net worth of the individual or business, the estimate of hours involved, including preparation and research, areas to be specified for financial planning, number of accounts to be managed and size of the accounts to be managed. Also, the fee may be lower for clients who do not request or want a financial plan.