0
Client Reviews
0.25% to 1%
Percentage of Assets (AUM)
N/A
Minimum Investible Assets
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our ideal client is an entrepreneur or professional athlete. They are looking for a partner who has personal experience and expertise in their specific situation.
Clients who wouldNOTbe a good fit
We do our best work for athletes and entrepreneurs.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.25% to 1%
Flat Fee/Retainer
$15,000 to $100,000
One-Time Financial Planning Fee
$2,500 to $10,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
About Moment Private Wealth
Moment Private Wealth is an SEC registered investment advisor specializing in helping professional athletes and high growth entrepreneurs. Said another way we work with those that bet on themselves.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
