Moss Adams Wealth Advisors LLC
Assets Under Management
$4.8B
Number of Clients
1,203
Number of Advisors
19
Average Client AUM
$4.0M
AUM per Advisor
$250.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Moss Adams Wealth Advisors offers comprehensive wealth management services, including investment advisory, financial planning, and investment consulting. They manage portfolios using various investments, including mutual funds, fixed income, ETFs, and third-party money managers. They also recommend private investment funds to suitable high-net-worth clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Discounts may be offered to family members, friends, or associated persons of the firm.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, calculated on a graduated basis. For private clients, fees range from 1.25% on the first $1 million to 0.25% on assets over $10 million. For charitable organizations, corporations, etc., fees range from 0.50% on the first $10 million to 0.25% on assets over $10 million. Financial planning fees range from $3,500 to $30,000 or more, depending on complexity. Investment consulting services are offered for a fixed fee.
Areas of Practice
Location
999 Third Ave Ste 2800, Seattle, WA, 98104