Moldenhauer & Associates offers financial planning and investment management services. Financial planning covers budgeting, education, retirement, estate, and investment analysis. Investment management includes stocks, bonds, mutual funds, and other securities. They also offer access to third-party asset managers. Clients should discuss the impact of financial advice with their attorney and accountant.
Assets Under Management$760M
Clients1,152
Advisors10
Avg. per Client$660K
Avg. per Advisor$76M
www.moldenhauerassociates.com ·www.facebook.com/moldenhauerassociates ·www.linkedin.com/company/moldenhauer-&-associates
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M+ | 0.72% |
Fees are negotiable. Maximum annual fee will not exceed 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...