Moody, Lynn, Lieberson & Walker (MLLW) is an investment counseling firm that manages the financial affairs of individuals, families, and select institutional accounts. MLLW aims to enhance clients' financial well-being through risk-adjusted performance and service. The firm's investment approach uses a multi-factor strategy. Experienced investment professionals manage each client's portfolio and relationship. MLLW is 100% employee-owned.
Assets Under Management$2.2B
Clients536
Advisors8
Avg. per Client$4.1M
Avg. per Advisor$270M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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