Stephen Michael Moss
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning and portfolio management are determined individually between you and your IAR, and may be negotiable. The maximum advisory fee is 3.0% annually. Pershing accounts have an additional tiered Program Fee ranging from 0.05% to 0.19%, with a $125 annual minimum. For TPC accounts, there is an $8 per account per month administration fee for Orion. Fees vary across TPMMs and may or may not be negotiable. Fees are commonly debited from your account with written authorization.
Areas of Practice
Advisor Information
Office location
4211 Pleasant Valley Road, Suite 260, Chantilly, VA, 20151
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is a co-owner of HFH LLC, involved in real estate sales, rentals, and property management since 2007, and owner of Aging Life Care Planning and Aging Consultants Group. He is also an agent selling non-variable insurance since 2014.