Moore Wealth, LLC is a registered investment advisor that provides financial planning and asset management services. Moore Wealth offers a range of investment advisory services and programs designed to accommodate various client investment philosophies, goals, needs, and investment objectives. Moore Wealth also offers consulting services on topics like financial planning, budgeting, education planning, retirement planning, portfolio analysis, and estate planning analysis.
Assets Under Management$160M
Clients204
Advisors3
Avg. per Client$770K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Moore Wealth manages some accounts in which the asset management fees are other than the percentages noted above. These clients joined Moore Wealth through previous financial advisory practice purchase/merger.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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