Moondance Investment Advisors offers investment advisory services, either with or without the ability to make trades without asking first. They also offer financial planning and consulting services for a separate fee. Moondance tailors its investment advice to each client's needs, allocating assets among stocks, bonds, and other investments. They monitor account performance and adjust asset allocation as needed. The firm has a minimum asset requirement of $500,000, which is negotiable.
Fee Structure
Moondance Investment Advisors charges a percentage of the value of your portfolio each year. The exact percentage is negotiable and can range from 0.050% to 1.8%, depending on factors like the size of your portfolio and the complexity of your situation. The firm has a minimum asset requirement of $500,000, which is negotiable.