Moore Financial Management (MFM) provides financial planning and investment management services. MFM helps clients establish financial goals and values, then creates a plan covering net worth, cash flow, insurance, credit, employee benefits, retirement, college, and estate planning. MFM also manages investments based on client goals, risk tolerance, and time horizon, primarily using stocks, bonds, mutual funds, and ETFs. MFM may use outside investment managers and Betterment Advisor Solutions.
Assets Under Management$30M
Clients96
Advisors1
Avg. per Client$310K
Avg. per Advisor$30M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Account minimum of $250,000. Clients below the minimum may pay a flat annual fee of $3,750. Annuities are billed monthly in arrears at a flat rate of 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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