Moss Adams Wealth Advisors Review


Trust Score 89%
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Moss Adams Wealth Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 24 advisors. Moss Adams Wealth Advisors manages $2 billion and provides investment advisory services for 1,096 clients (1:46 advisor/client ratio).

Moss Adams Wealth Advisors requires a $0 minimum investment and charges a blended rate between 1.25% 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
  • There is one licensed advisor for every 46 clients (industry average 1:50)

Considerations


  • Firm has been federally registered for only 18 years
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $2,147,195
Hybrid Advisor Yes
Disciplinary History No
Total AUM $2 billion
Advisor / Client Ratio 1:46
Headquarters 999 Third Ave Ste 2800 Seattle, WA 98104
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.25%
$1,000,001 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.75%
$5,000,001 to $10,000,000 0.50%
$10,000,001+ 0.25%


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