Moss Adams Wealth Advisors (MAWA) offers wealth management services, including investment advice, financial planning, and investment consulting. MAWA creates personalized investment strategies based on your goals and risk tolerance. MAWA manages investments with discretion, using mutual funds, bonds, exchange traded funds, and third-party money managers. MAWA also offers financial planning services on a one-time or ongoing basis.
Assets Under Management$4.8B
Clients1,203
Advisors20
Avg. per Client$4M
Avg. per Advisor$240M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Discounts, not generally available to our advisory clients, may be offered to family members, friends or associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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