Moisand Fitzgerald Tamayo Review


Trust Score 82%
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Moisand Fitzgerald Tamayo, federally registered in 1998, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 6 advisors. Moisand Fitzgerald Tamayo manages $559 million and provides investment advisory services for 523 clients (1:88 advisor/client ratio).

Moisand Fitzgerald Tamayo requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 20 years

Considerations


  • There is only one licensed advisor for every 88 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $1,069,196
Hybrid Advisor No
Disciplinary History No
Total AUM $559 million
Advisor / Client Ratio 1:88
Headquarters Orlando, FL
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $2,000,000 0.80%
$2,000,001 to $10,000,000 0.50%
$10,000,001+ 0.25%


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