Overview
- Headquarters
- Saint Louis, MO
- Total Firm Assets
- $357 million
- Average High-Net-Worth Client Portfolio Size
- $5.3 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: 2024-01-30 MOMENT PRIVATE WEALTH FORM ADV PART 2A (2025-03-24)
· View brochure text
Latest filing: 2026-03-24 MOMENT PRIVATE WEALTH FORM ADV PART 2A (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | $15,000,000 | 0.55% |
| $15,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | $30,000,000 | 0.45% |
| $30,000,001 | $50,000,000 | 0.40% |
| $50,000,001 | $75,000,000 | 0.30% |
| $75,000,001 | $100,000,000 | 0.25% |
| $100,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $36,500 | 0.73% |
| $10 million | $69,000 | 0.69% |
| $50 million | $246,500 | 0.49% |
| $100 million | $384,000 | 0.38% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 96.62%
- Number of High-Net-Worth Clients
- 65
- Total Client Accounts
- 719
- Discretionary Accounts
- 719
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 313223
- 2026-03-24 MOMENT PRIVATE WEALTH FORM ADV PART 2A (2026-03-24) · View brochure text
- 2024-01-30 MOMENT PRIVATE WEALTH FORM ADV PART 2A (2025-03-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗