Matthew Moglia is a registered investment advisor at Managed Account Advisors LLC, based in Jersey City, NJ, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,770 clients with $830B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's account fee consists of two parts: the fee you pay to Bank of America for its services, and the Style Manager Expense, if applicable. The Style Manager Expense generally ranges from 0.00% to 0.50%. Clients that invest in a Related Strategy will not be charged a Style Manager Expense. The account fee is payable in advance and is based on the value of assets in your account.
Location
101 Hudson Street, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Managed Account Advisors LLC
State Registrations1 state
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