Moment Private Wealth offers investment management services, creating portfolios based on clients' financial situations, goals, and risk tolerance. They primarily use mutual funds and exchange-traded funds. Moment Private Wealth also provides financial planning services, which can be a one-time plan or ongoing recommendations covering budgeting, loan advice, tax strategies, and estate planning. They may also recommend other investment advisors.
Assets Under Management$160M
Clients42
Advisors6
Avg. per Client$3.7M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Moment Private Wealth charges an annual fee based on the value of your portfolio. The fee is paid quarterly. The percentage decreases as the value of your portfolio increases.
For clients with less than $10 million:
- Up to $1,999,999: 1.00%
- $2,000,000 - $3,999,999: 0.80%
- $4,000,000 - $5,999,999: 0.70%
- $6,000,000 - $9,999,999: 0.65%
For clients with $10 million or more:
- Up to $2,999,999: 0.75%
- $3,000,000 - $4,999,999: 0.70%
- $5,000,000 - $9,999,999: 0.65%
- $10,000,000 - $14,999,999: 0.55%
- $15,000,000 - $19,999,999: 0.50%
- $20,000,000 - $29,999,999: 0.45%
- $30,000,000 - $49,999,999: 0.40%
- $50,000,000 - $74,999,999: 0.30%
- $75,000,000 - $99,999,999: 0.25%
- $100,000,000 and above: Negotiable
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