Mosley Wealth Management (MWM) helps clients build, grow, manage, and protect their wealth. MWM tailors its services to meet specific client needs, offering investment management on a discretionary or non-discretionary basis, and financial planning services as part of the investment advisory services. MWM also offers consulting services on a limited scope. MWM uses a macro-economic approach to determine asset allocation.
Fee Structure
Mosley Wealth Management charges a fee for investment management services, which includes financial planning. The fee will not exceed 1.85% and is based on factors such as the client type, complexity, account composition, potential for deposits, relationship with the advisor, total assets managed, and portfolio chosen. The fee is calculated and collected monthly, based on the average daily balance. Either you or Mosley Wealth Management can terminate the agreement with written notice.