Moment Partners offers investment management, selection of independent managers, and financial planning to individuals, high net worth individuals, trusts, businesses, and corporations. Moment works with clients to determine their investment objectives and risk profile and develops customized investment plans. They manage portfolios on a discretionary basis and create goal-oriented investment solutions.
Fee Structure
Moment Partners offers investment and wealth management services for a maximum annual fee of 1.75% of the assets they manage. The advisory fees are negotiated based on the complexity of the engagement and the total household assets. Moment can also manage client assets on a fixed annual fee basis, billed quarterly in advance. Family members and close personal friends can be eligible for discounted fee rates.