J Moss and Co. Inc. offers investment advisory services, including reviewing and analyzing client accounts and providing ongoing recommendations. Clients retain sole control over their accounts and decide whether to implement recommendations. J Moss and Co. Inc. also provides asset management services.
Assets Under Management$1.8M
Clients1
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$1.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are payable quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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