Momentum Financial and Insurance Services provides investment management and financial planning services to individuals, high-net-worth clients, foundations, and businesses. Founded in 2017, the firm helps clients build and execute customized investment strategies using fundamental and technical analysis, alongside proprietary financial planning tools. Momentum Financial and Insurance Services offers ongoing portfolio management, often utilizing third-party management platforms like Orion Portfolio Solutions to provide access to institutional-grade strategies, custom indexing, and automated tax-loss harvesting. In addition to managing investments, the firm creates comprehensive financial plans covering retirement strategies, cash flow analysis, risk management, tax planning, and estate preservation. The firm also provides educational seminars and workshops. Momentum Financial and Insurance Services operates as a fee-based registered investment advisor, and its owner also maintains a separate licensed insurance practice, creating a potential conflict of interest when insurance products are recommended.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.96% |
| $5M+ | 0.50% |
Fees are negotiable based on historical relationships, asset types, and account size. Third-party management platforms may charge additional administration and strategist fees ranging from 0.01% to 0.50%.