Moment Financial Planning provides investment advisory services through third-party money managers, helping clients select appropriate investment models and reviewing the managers. MFP also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Planning services range from comprehensive plans with ongoing support to limited engagements focusing on specific financial topics.
Assets Under Management$850
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$850
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.75% |
| $300K - $1.0M | 0.50% |
| $1M+ | 0.25% |
The annual fees are negotiable. The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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