Moffatt Financial Strategies (MFS) provides investment advice and financial planning to individuals, high-net-worth individuals, and pension/profit sharing plans. MFS offers portfolio management based on individual client goals and risk tolerance. MFS also provides pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt. MFS may recommend third-party investment advisors.
Assets Under Management$120M
Clients181
Advisors3
Avg. per Client$650K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...