Moulton Wealth Management (MWM) offers asset management services. As part of their recommendations, clients may receive a retirement cash flow plan that reviews wills, estate plans, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning. MWM also holds seminars and workshops to educate the public on investments and their services. Investment strategies are tailored to each client's goals, and clients can impose restrictions on investments.
Fee Structure
Moulton Wealth Management's fees for asset management range from 0.75% to 1.25% of your portfolio. These fees are detailed in the wrap brochure appendix. Fees are billed quarterly after the billing period, and are usually deducted directly from your account with your consent. Moulton Wealth Management may, at its discretion, waive its minimum fee or charge a lesser investment advisory fee based on certain criteria.