Moor Funds offers investment management services, helping clients determine financial objectives and plan for retirement through investments in domestic and international stocks. Moor manages client investment portfolios with the authority to make trades without asking first, using an AI-based selection process combined with qualitative analysis to identify companies expected to outperform the market. Clients complete an investment questionnaire to detail their objectives and any restrictions.
Assets Under Management$2M
Clients4
Advisors1
Avg. per Client$500K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.80% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Minimum fee of $2,500 per quarter for AUM less than $1,000,000. The AUM fee is billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...