Moser Wealth Advisors

Moser Wealth Advisors, LLC is a Registered Investment Adviser established in 1998, offering financial planning and investment management services to individuals and businesses. The firm operates under a fee-only model, aligning its interests with clients' success. Investment strategies are tailored to meet client goals and risk profiles, with discretionary portfolio management services available. The firm's principal owner, Scott Moser, is a CPA with over thirty years of experience in financial planning and related services. Moser Wealth Advisors manages client accounts through a Limited Power of Attorney and Trading Authorization, primarily using Schwab Institutional as the custodian. The firm charges advisory fees based on a tiered structure, with annual fees ranging from 1.0% to 0.8% based on assets under management. Clients receive quarterly performance reports and have access to daily account updates. The firm does not engage in performance-based fees, and the minimum account size for discretionary management is $500,000. Moser Wealth Advisors emphasizes a high standard of business conduct, adhering to a Code of Ethics and maintaining transparency in fees and compensation structures. Clients are encouraged to review custodial statements and compare them with the firm's reports for accuracy. The firm's investment methodology focuses on diversified portfolios aligned with client risk profiles, aiming to achieve long-term returns while managing volatility. Moser Wealth Advisors also discloses potential risks related to viral outbreaks and cybersecurity breaches.