Moment Private Wealth manages investment portfolios and provides holistic financial planning services for individuals, families, retirement plans, and charitable organizations. Moment Private Wealth builds strategic, long-term, diversified portfolios primarily using mutual funds, exchange-traded funds, and real estate investment trusts, tailored to each client's specific goals, risk tolerance, and time horizon. Clients can choose between discretionary management—where Moment Private Wealth makes investment decisions on their behalf—and non-discretionary management. In addition to investment management, Moment Private Wealth offers comprehensive financial planning covering budgeting, cash flow modeling, tax-efficient strategies, estate planning coordination, and insurance assessments. Moment Private Wealth also assists with pension consulting services for retirement plans and can coordinate with outside professionals such as accountants and estate planning attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable. Firm also offers flat fees ranging from $2,500 to $250,000 per annum.