The Money Guys is a registered investment advisor founded in 2018 and based in New Port Richey, Florida. The firm manages personalized investment portfolios on a discretionary basis, meaning the advisor makes trades on your behalf based on your goals, risk tolerance, and time horizon. In addition to investment management, The Money Guys offers comprehensive financial planning services covering areas such as retirement planning, cash flow analysis, risk management, and overall financial goal setting. The firm works primarily with individuals and high net worth individuals, requiring a minimum account size of $200,000.
Assets Under Management$17M
Clients14
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard annual fee is 2.0% of assets under management. Fees are negotiable, prorated, and paid quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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