Moffatt Financial Strategies offers ongoing portfolio management, pension consulting, and financial planning services. Moffatt Financial Strategies creates personalized investment strategies based on each client's individual goals, time horizon, and risk tolerance, utilizing fundamental analysis and various investment instruments such as mutual funds, equities, exchange-traded funds, fixed income, real estate funds, and insurance products. Moffatt Financial Strategies also assists clients by directing them to third-party investment advisers when appropriate. The firm emphasizes a fiduciary commitment to act in the best interest of clients, particularly regarding retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management annual fee is 2.00% for all assets. Fees are generally negotiable.