Moore Wealth Partners offers investment management through sub-advisors and co-advisors, financial planning, and ERISA plan services. Financial planning includes comprehensive plans and consultation services. For investment management, MWP may recommend third-party managers. MWP also provides limited scope ERISA 3(21) fiduciary services to qualified retirement plans.
Fee Structure
Moore Wealth Partners uses sub-advisors to manage client investment portfolios. Clients do not pay additional fees for the sub-advisor's services, as the sub-advisor's fees are included in MWP's disclosed fee. The advisory fee is up to 1.5% annually on all accounts and is negotiable. Fees are billed monthly in arrears based on the average daily balance of the account.
MWP also has a co-advisor relationship with Gradient Investments, LLC (GI). GI offers actively managed programs of mutual fund and stock portfolios. The client's fee for these services is based on a percentage of assets under management. For example, a strategic portfolio has a 2.00% annual fee, a tactical portfolio has a 1.8% annual fee, an allocation & defined outcome portfolio has a 1.70% annual fee, a preservation portfolio has a 1.00% annual fee, and a private wealth portfolio has a 1.50% annual fee. These fees are negotiable. Fees are assessed quarterly in arrears based on the amount of assets managed as of the end of the previous quarter.