Moa Advisory & Financial Services CO
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
MOA Advisory offers investment advice and financial planning to individuals, families, profit-sharing plans, trusts, estates, investment companies, pooled investment vehicles, and small businesses. MOA Advisory creates customized investment strategies based on client goals, risk tolerance, and financial situations, using ETFs, mutual funds, and individual stocks and bonds. The firm also provides financial planning services covering investment, retirement, tax, insurance, estate, and business planning.
Assets Under ManagementN/A
Clients14
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
MOA Advisory's investment advisory fees range from 1.00% to 2.50% of the value of your investments each year, depending on the size and complexity of your account. Fees are paid quarterly in advance.
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