Moment Advisors is an automated advisor that uses its own technology to analyze data and provide investment advice on fixed income securities and cash equivalents. Moment offers its services directly to entity and institutional clients and also provides sub-advisory services to third-party investment advisors who manage money for their own clients. Moment does not provide comprehensive financial planning services.
Fee Structure
Moment Advisors charges an annual investment advisory fee ranging from 0.01% to 0.60% of the value of the account holdings. The fee is based on factors such as the value of assets managed, the investment strategy used, and the complexity of the engagement. The fee is calculated daily and collected monthly. Moment may reduce or waive the fee at its discretion. The fee does not include other charges, fees, and commissions payable to Moment's affiliates or unaffiliated third parties.