Mosher Financial Advisors LLC
Assets Under Management
N/A
Number of Clients
290
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Mosher Financial Advisors offers financial planning and investment research, analysis, and advice. They help clients understand their financial objectives, insurance, estate plans, tax situations, and retirement plans. MFA recommends third-party investment managers and refers clients to Jerry Mosher for securities transactions.
Fee Structure
Mosher Financial Advisors charges fees for advice, either hourly ($60-$350/hour, planning typically $120-$350/hour) or as a flat project fee ($300-$5,000). Fees are billed in arrears, generally quarterly. Discounts may be available. Clients may also incur fees from custodians, brokers, or third-party money managers. Third-party money managers typically charge 0.6% to 2% annually.
Areas of Practice
Location
3658 Mt. Diablo Blvd, Ste. 210, Lafayette, CA, 94549