Moe Doe LLC is a registered investment advisor based in Melville, New York, founded in December 2025 by Michael Evan Bender. The firm's primary service is connecting clients with third-party money managers and investment advisors. Moe Doe LLC does not directly manage client portfolios, trade securities, maintain custody of funds, or make discretionary investment decisions. Instead, Moe Doe LLC refers clients to outside managers and is compensated through a fee-sharing agreement with those third-party advisors. Because Moe Doe LLC relies entirely on external managers, clients must review the specific regulatory disclosures of the recommended third-party advisor handling their accounts. The firm has no account minimums and serves individuals and high-net-worth individuals. Additionally, the principal owner is a partner at an accounting firm, which may present a conflict of interest if accounting services are suggested, though clients are never required to use outside business services.
Fee Structure
Moe Doe LLC does not manage investment portfolios directly. Instead, the firm refers clients to third-party investment advisors and gets paid through a share of the fees those outside managers charge.
- The fee share is calculated based on your account balance at the end of each calendar quarter.
- These referral fees are negotiable.
- You will pay any third-party management fees directly to or through the selected outside advisor, and Moe Doe LLC does not deduct fees from your accounts.
- There are no account minimums required to use Moe Doe LLC.