Colin Moynahan is a CFP-designated registered investment advisor at Twenty Fifty Capital, based in Mt Pleasant, SC, with 10 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 97 clients with $34M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
The annual fees are negotiable.
Fee Estimator
Contact
Colin Moynahan
Location
159 Civitas Street, Suite 209, Mt Pleasant, SC, 29464
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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 →Employment History
Current Registrations
Twenty Fifty Capital
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams