Moreno Capital offers asset management services where they manage your investments based on your goals and risk tolerance. They can make trades for you without asking each time, or get your approval before each trade. They also offer financial planning, which includes analyzing your current and future financial situation to make recommendations about cash flow, retirement, and investments. They also provide consulting services to pension and employee benefit plans.
Assets Under Management$42M
Clients23
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The performance fee will be equal to no more than 20% of any gains in excess of the highwater mark. This fee is in addition to the investment management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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