Moneyfull, LLC offers comprehensive financial planning covering retirement, insurance, college savings, cash flow, debt management, employee benefits, credit scores, and estate planning. They also provide investment management services, managing accounts on a discretionary basis using mutual funds and exchange-traded funds. Moneyfull also offers a program for solo business owners to set up their business's financial systems.
Assets Under Management$5.8M
Clients14
Advisors1
Avg. per Client$410K
Avg. per Advisor$5.8M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by Moneyfull and the client. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...