Fee Structure & Client Safety


MoonDance Investment Advisors LLC is a registered investment advisory firm.

For maximum client security, transparency & peace of mind as well as to offer additional oversight, all of our client transactions are cleared through and assets held in the custody of well-known and capitalized investment firms.   

MoonDance Investment Advisors LLC is a fee based wealth manager offering personalized boutique-style portfolio management services to clients.

Our asset management compensation is linked to the value of the client's assets. That means that it increases when the client's portfolio increases and decreases when the client's portfolio decreases.  We do better when you do better.

This type of fee structure eliminates conflict of interest issues sometimes associated with the typical commission-based stock or bond transaction.

Our independent relationship with a large investment custodian firm provides you with the security, technology and resources of a multi-billion dollar company.

We can also manage your client assets at firms such as TD Ameritrade, Schwab, Fidelity or other quality custodians.