Liliann Moser
Liliann Moser is a registered investment advisor at Private Client Services, LLC, based in Sewickley, PA, with 19 years of industry experience. Liliann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143
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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 ActivitiesSells Insurance
Liliann operates under the DBA name Fragasso Financial Advisors, dedicating full-time hours to this role as a financial advisor and registered investment advisor. Additionally, Liliann works as an independent insurance agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Fragasso Financial Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations8 states
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