Moore Money Advisory, led by Timothy Moore, offers investment management services to individuals and other clients. They focus on understanding clients' financial situations and goals to create individualized investment proposals, primarily using individual stocks and bonds, with some use of exchange traded funds or mutual funds. Moore Money Advisory also teaches financial literacy classes and workshops.
Assets Under Management$9M
Clients23
Advisors1
Avg. per Client$390K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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