Moller Wealth Partners provides personalized financial planning and investment management services. They help clients define financial objectives and develop strategies to achieve them. Their services include investment management, tax planning, charitable giving, estate planning, education funding, retirement planning, insurance risk review, and special needs planning. They offer Comprehensive Wealth Management and Asset Management services.
Assets Under Management$760M
Clients296
Advisors3
Avg. per Client$2.6M
Avg. per Advisor$250M
www.linkedin.com/company/moller-wealth-partners ·www.mollerwealthpartners.com ·www.facebook.com/mollerwealthpartners
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Moller Wealth Partners may make other service and fee arrangements at their discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
