Moore Investment Partners, LLC (MIPL) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. MIPL creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. MIPL generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs, although MIPL primarily recommends ETFs. MIPL requests authority to make trades without asking first.
Assets Under Management$76M
Clients59
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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