Moore Investment Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,555,261
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
58
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
58
Average account size
$1,302,677
About
Moore Investment Partners provides ongoing portfolio management services primarily to individual and high-net-worth clients, preparing an individualized Investment Policy Statement for each relationship and offering both discretionary and non-discretionary management. The firm advises on retirement accounts and retirement-plan related investments, and implements portfolios using mutual funds, fixed income, equities and a preference for ETFs.
The firm’s investment approach is grounded in Modern Portfolio Theory and a long-term trading horizon, with asset allocation, asset selection, and risk tolerance documented in each client’s IPS and reviewed at least quarterly. MIPL typically seeks discretionary trading authority to implement its strategies and conducts portfolio monitoring and reporting through custodial statements.
Notable features in the brochure include explicit fiduciary advice for retirement-plan and IRA contexts and a requirement that client accounts be maintained at Charles Schwab, which provides the firm with institutional trading, custody, and soft-dollar research benefits. The adviser manages roughly $75.6 million in combined discretionary and non-discretionary assets for a modest number of clients, does not use third-party subadvisers, and does not accept performance-based fees.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Main office location
Moore Investment Partners, LLC
3540 Toringdon Way, Suite 200
Charlotte NC 28277, United States
Number of offices
2
Most active in
Moore Investment Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · South Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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