Money Script Wealth Management offers personalized investment management and financial planning services for individuals, high-net-worth clients, and businesses. The firm builds tailored investment portfolios utilizing fundamental analysis and modern portfolio theory, with strategies that can incorporate stocks, bonds, mutual funds, exchange-traded funds, real estate funds, options, and private placements. In addition to managing investments, Money Script Wealth Management provides comprehensive financial planning addressing retirement, cash flow and debt management, college savings, employee benefits, tax strategies, estate planning, and risk management. The firm operates as a registered investment advisor and structures its services to accommodate both ongoing advisory relationships and project-based financial guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable based on client needs and account complexity. Pension consulting services follow a separate schedule starting at 0.50% down to 0.10%.