Moore Financial Management, Inc. offers integrated financial planning and investment management services to individuals, high-net-worth individuals, and businesses. Founded in 2014 and registered as an investment adviser in Florida, the firm uses Modern Portfolio Theory to build and manage customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and annuities, while sometimes utilizing independent managers or Betterment Advisor Solutions. In addition to portfolio oversight, Moore Financial Management provides project-based and ongoing financial planning covering cash flow and debt management, tax strategies, retirement projections, estate planning, insurance analysis, college savings, and employee benefits. The firm operates with a legal obligation to act in your best interest and tailors its strategies around your specific risk tolerance, time horizon, and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Account minimum is $250,000, though smaller accounts may pay a flat annual fee of $3,750. Annuities are billed at a flat rate of 1.00% annually.
