Moat Capital offers investment advisory services, creating customized investment solutions for clients. They work closely with clients to understand their goals, risk tolerance, and financial situation. Moat Capital primarily uses exchange-traded funds (ETFs) to construct portfolios, but may also use individual stocks, bonds, or options. They focus on long-term investment strategies but may make short-term adjustments based on market conditions or client needs.
Fee Structure
Moat Capital's investment management fee ranges from 0.50% to 2.00% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are calculated based on the market value of assets at the end of each calendar quarter and are paid in arrears. Fees may be negotiable at the advisor's discretion.