MoonDance Investment Advisors LLC is a registered investment advisory firm.
MoonDance Investment Advisors LLC does not itself hold client assets.
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 global investment firms such as Raymond James Financial Inc., or other large firms that best suit the client's individualized investment goals.
MoonDance Investment Advisors LLC is a fee based wealth management company offering personalized boutique-style portfolio management services to clients, while securely holding all the client's assets at prestigious well-known investment firms.
Our company's fee for asset management is based on client account values.
Therefore, the company's 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.
This type of fee structure eliminates conflict of interest issues sometimes associated with the typical commission-based stock transaction.
Our primary independent relationship with Raymond James provides you with the security, technology and resources of a multi-billion dollar firm:
Raymond James Financial is a publicly held company listed on the New York Stock Exchange traded under the stock symbol RJF. They were founded in 1962 and became a public company in 1983.
Raymond James is a diversified financial services holding company engaged primarily in investment and financial planning, as well as investment banking and asset management.
We can also manage your client assets at firms such as TD Ameritrade, Schwab, Fidelity or other quality custodians.