Moonbridge Financial Design, LLC is a registered investment advisor that provides financial planning, investment management, and educational webinars/speaking engagements. Moonbridge FD is a fee-only firm, meaning it only receives compensation from clients for its services. Financial planning services are offered on an ongoing or project basis. Investment management services are tailored to the individual needs of the client.
Assets Under Management$8.1M
Clients15
Advisors1
Avg. per Client$540K
Avg. per Advisor$8.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Ongoing comprehensive financial planning clients that utilize investment management services will not be billed an additional investment management fee for the first portion of their portfolio (AUM up to 100x the planning fee).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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