Money Strategies is a registered investment advisory firm and charges fees as a percentage of money under management.  These fees are charged on a quarterly pro rata basis and are deducted directly from the investment account. 

 

Fees are negotiable but typically fall within the following schedule as outlined in our ADV Part II disclosure document:

 

Less than $500,000            1.50% Annually

$500,000 - $999,999            1.25% Annually

$1,000,000 or higher          1.00% Annually

 

MSI will assist in ‘planning only’ for an hourly fee negotiated based upon specific needs and requests.  Other services are available on a subscription basis.

 

For more information, please download or request a copy of our ADV Part II.