Moss, Luse & Womble, LLC
Assets Under Management
$595.2M
Number of Clients
492
Number of Advisors
18
Average Client AUM
$1.2M
AUM per Advisor
$33.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Moss, Luse & Womble, LLC provides fee-based portfolio management and financial planning services. They practice custom management of portfolios on a discretionary basis, using a tactical allocation strategy. They primarily recommend investments in exchange traded funds and mutual funds.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.45% |
Fees may be reduced or waived at the sole discretion of the Advisor. These fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
You will pay an annual advisory fee of up to 0.45% of the assets managed. This fee is payable quarterly. Fees may be reduced or waived at the advisor's discretion and are negotiable. Financial planning monitoring services are offered for a fixed monthly fee ranging up to $855, plus $100 for each additional business owned, for a minimum of five months. Excess time spent on monitoring may be billed at $260 per hour. Pension consulting services are included in the financial planning monitoring fees. Separate fees are charged for plan design, installation, and administration services for 401(k) and cash balance plans.
Areas of Practice
Location
5160 Tennyson Parkway, Suite 2000W, Plano, TX, 75024