Momentum Financial and Insurance Services provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to client goals and risk tolerance. Financial planning covers various aspects like retirement, taxes, and estate planning. Momentum also holds seminars and workshops to educate the public.
Assets Under Management$59M
Clients110
Advisors1
Avg. per Client$530K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. Momentum also uses Orion Portfolio Solutions (OPS), which charges additional fees for administration, account maintenance, strategist services, and separately managed accounts. The combined fees from Momentum and OPS will not exceed 2% of your assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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