Moss, Luse & Womble is a registered investment advisor that offers portfolio management and financial planning services. They manage portfolios based on clients' objectives, using a tactical allocation strategy. They primarily recommend exchange traded funds and mutual funds. They also offer financial planning services, including an initial consultation and ongoing monitoring. They also provide general advice on tax, estate, and business planning.
Assets Under Management$600M
Clients492
Advisors21
Avg. per Client$1.2M
Avg. per Advisor$28M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.45% |
Fees may be reduced or waived at the sole discretion of the Advisor. These fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
21 Advisors at this firm
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