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How does the advisor help clients – Key Takeaways:
Moseley Investment Management, Inc. is a trusted financial advisory firm that prides itself on providing expert guidance to their clients. They offer personalized financial strategies and comprehensive services tailored to each client’s unique needs and goals. The firm is dedicated to helping their clients achieve financial success and stability.
Facts and Insights
The following key statistics and insights provide a deeper understanding of Moseley Investment Management, Inc. and their services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Moseley Investment Management, Inc. offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm serves a diverse group of clients and works with individuals, families, and businesses. They also specialize in serving high net worth individuals and business owners.
Fees & Compensation
Moseley Investment Management, Inc. operates on a fee-based compensation model, meaning they charge a percentage of assets under management as their fee. This aligns their interests with their clients and ensures that they are actively managing their clients’ portfolios to produce the best results.
Background
Moseley Investment Management, Inc. was founded in 2000 by John Moseley, who has over 30 years of experience in the financial industry. He leads a team of highly qualified and experienced advisors who are dedicated to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Moseley Investment Management, Inc. is required to disclose certain information to their clients. This includes information about their background and experience, services offered, and fees charged. All disclosures can be found on their Form ADV, which can be viewed on the Securities and Exchange Commission’s website or through the firm directly.