Mosher Financial Advisors, LLC (MFA) offers financial planning and investment advice. Financial planning covers understanding client goals, insurance, estate plans, taxes, and retirement plans. MFA researches investment products and may recommend third-party money managers. MFA does not hold assets under management. Jerry Mosher, Scott Dawson, and William Tom are also registered representatives of American Investors Company and may execute securities transactions for clients.
Fee Structure
Mosher Financial Advisors recommends clients use third-party money managers for investments. These managers typically charge between 0.6% to 2% annually based on the amount of assets they manage. Jerry Mosher, as a registered representative of American Investors Company, may receive a portion of these management fees.