Our wealth management expertise and experience is tailored to fit the needs of every individual client.
We begin by listening, and so learning the place you are now and the place you want to be. Your current needs and your long-term vision guide us in creating a customized plan founded on your passions and priorities, crafting a portfolio to meet these goals.
Most importantly, our core values of competence, truth and transparency mean that we are always putting your interests first. Because we believe that our services build a better future for you, for our community, and for future generations.
Services/Fees
Family Office Services
DeMoss Capital is a multi-family office. The services we provide include, but are not limited to financial consulting and analysis, ongoing portfolio management and/or investment manager due diligence, and administrative services such as bill paying, bank statement reconciliation and personal financial statements.
DeMoss Capital orchestrates estate and tax planning with outside professionals in tax and estate law. The costs of services rendered by these professionals are typically separate. We work both with a trusted network of advisors, as well as current professional relationships that you might have.
Services Offered:
-financial planning for individuals, families and estates
-investment management
-investment manager due diligence
-consulting for special investment opportunities, private investments, closely held businesses -bill paying
-administrative and concierge services
-personal financial statements
Financial Advisory and Consulting Services
Wealth management services take two seperate forms, each of which is explained below:
| Wealth Management | |
|---|---|
| $ 0 – $500,000 AUM | 1.50% |
| $500,000 - $1,000,000 | 1.25% |
| $1,000,000 - $3,000,000 | 1.00% |
| $3,000,000+ | 0.75% |
Wealth Management is the process of developing a financial and estate plan, and selecting the most appropriate investments for an investors objectives and tolerances. This includes looking at net worth from a "macro" perspective, while building portfolios from the ground up which are unique to that investor, or client. Wealth management services are the processes involved in understanding the most appropriate investments for each client, and implementing those transactions. With years of experience in managing investments for client accounts ranging from 50,000 to 25 million, combined with a dedication to excellence in all that we do makes us uniquely qualified to advise and manage assets for sophisticated and average investors alike. This requires regular communication with each of our clients, and we make an effort to be in regular contact with each client to ensure that we're doing the best possible job for them.
| Asset Advisory | |
|---|---|
| $1,000,000 - $2,500,000 | 0.40% |
| $2,500,000 - $5,500,000 | 0.30% |
| $2,500,000 - $5,000,000 | 0.25% |
| $5,000,000 + | 0.20% |
Asset Advisory services are the processes involved in evaluating the investment portfolios already in place which are implemented by other investment managers. With a diverse background in business and investment management, we are well-suited to speak, on behalf of a client, about why a portfolio is being managed a certain way, doing due-diligence and "upkeep" with each manager, as well as looking at our clients entire financial plan (ie private holdings, trust/tax considerations) and make recommendations to the investment manager accordingly. Because we know that every client, as well as every investment manager, is unique, we believe it is OUR job to be sure everyone is "on the same page" and that all risks are assessed and goals being reached.
*A note on fee-only asset management and advisory services: To protect our clients' interests, DeMoss Capital operates upon asset-based fees only, ensuring that each decision is made only with the benefit to the client in mind. An asset-based fee structure aligns the incentives for the manager and the client, so allocation choices are completely objective with a common interest in the most appropriate investment strategy.
Because we always remember that we have been placed in a position of trust, to manage our client's money with their interests held first and foremost. Setting Goals, Not Minimums.
Rather than setting minimums and limits on our clients, we help you set goals for your investments. No matter the amount that you bring, our approach is to create a long-term plan for growing and protecting your portfolio.