Mozella Asset Management offers continuous investment management, financial planning, and investment consulting. For investment management, Mozella works with clients to create an investment policy statement and implements a tailored investment plan, monitoring portfolios to meet client goals. Financial planning covers various aspects of a client's financial life, including net worth, cash flow, retirement, and estate planning. Mozella also offers investment consulting for individuals and businesses, assisting with investment objectives, asset allocation, and manager selection.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.75% |
Fees are negotiable for accounts over $8,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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