Moondance Investment Advisors provides discretionary and non-discretionary investment management services tailored to individual client needs. The firm primarily allocates client assets across stocks, bonds, alternative investments, certificates of deposit, money market funds, mutual funds, and exchange-traded funds. Moondance Investment Advisors also offers financial and consulting services covering estate planning and insurance planning upon request, either included with investment management or as a separate standalone service. The firm specializes in working with individuals, high net worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual fees generally range between 0.05% and 1.8% of assets under management, with a maximum of 2.0% for fixed percentage rates. Fees are negotiable based on factors such as account size and complexity.