D. Moss Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. The firm also provides financial planning services covering investments, insurance, taxes, retirement, estate, college, budgeting, and debt. D. Moss Wealth Management primarily recommends ETFs but may use other securities for diversification.
Assets Under Management$18M
Clients13
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Family accounts may be combined to reach a lower fee schedule. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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