Moyer Financials LLC is a registered investment advisor based in Omaha, Nebraska, founded and led by Caleb Moyer. Moyer Financials offers continuous portfolio management and comprehensive or limited-scope financial planning services. For investment management, Moyer Financials builds diversified portfolios using stocks, bonds, exchange-traded funds, mutual funds, and private funds tailored to each client's specific risk tolerance and financial goals. The firm operates under a strict standard to act in the best interest of clients. Additionally, Moyer Financials is affiliated with Moyer Tax Services, allowing clients to access separate tax preparation services through the sister company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $4.0M | 0.85% |
| $4.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Fees and fee structures are negotiable based on account size, householding, and complexity.