Moyer Wealth Management offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$75M
Clients101
Advisors2
Avg. per Client$750K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees are a maximum of 1.30% annually and are charged quarterly in advance. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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