Daniel Moisand is a CFP-designated registered investment advisor at Moisand Fitzgerald Tamayo, LLC, based in Orlando, FL, with 23 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Investment Management, and 2 more. Their firm serves 888 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
MFT may negotiate the fee schedule to be higher or lower than the amounts described above based upon the complexity of client’s situation including complications or impracticalities resulting from client’s use of a custodian not recommended by MFT.
Fee Estimator
Contact
Daniel Moisand
Location
200 South Orange Avenue, Ste. 2025, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel engages in freelance writing and speaking on personal finance topics as a sole proprietor, dedicating minimal time to this activity. This is an investment-related activity.
Employment History
Current Registrations
Moisand Fitzgerald Tamayo, LLC
State Registrations1 state
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