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Mark Francis Moyher

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
79 clients
Average Client Portfolio
$15.7M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$10M
Minimum Annual Fee:$10,000

Fees are negotiable and may be billed in advance or arrears. Publication fees for subscribers who are not investment advisory clients range from $7,500 to $15,000 annually, paid quarterly in advance. The firm provides investment services to bank trust departments, pension and profit sharing plans, other fiduciary institutions, and other institutional clients, which typically include negotiated fee schedules.

Areas of Practice
Investment Management
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Advisor Information

Office location

440 Wheelers Farms Road, Milford, CT, 06460

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wright Investors' Service Distributors, INC.Broker
October 2001 - Present · 24 yrs 3 mos
Wright Investors Service INC
August 1996 - Present · 29 yrs 5 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Francis Moyher - Financial Advisor | AdvisorDiscover