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Money by Science Wealth Management & Financial Services LLC

Fee-Only (% of Portfolio)Fixed/Hourly
View SEC Summary
View SEC Summary

Money by Science Wealth Management & Financial Services LLC offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Money by Science also provides financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may be lower than the standard fee shown.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

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