Assets Under Management
$4.8B
Number of Clients
1,203
Number of Advisors
19
Average Client AUM
$4.0M
AUM per Advisor
$250.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Moss Adams Wealth Advisors provides investment advisory, financial planning, and investment consulting services. They manage portfolios using various investments, including mutual funds, ETFs, and private investment funds for accredited investors. Financial planning covers estate, cash flow, and insurance analysis.
| Assets Under Management | 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% |
999 Third Ave Ste 2800, Seattle, WA, 98104