A complete list of active advisors currently associated with Momentum FinTech LLC

Warmer can help you find a great advisor at Momentum FinTech LLC or one who fits your needs even better.

Momentum FinTech LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations, managing roughly $7.35 million across 33 client relationships. The firm documents client objectives and risk tolerance in an Investment Policy Statement and typically charges asset-based fees for ongoing portfolio management. Its investment approach combines charting, fundamental and technical analysis and it employs a range of strategies from long-term holdings to more active techniques including short sales, margin transactions and options trading; account management is discretionary with quarterly reviews and written fiduciary acknowledgements for retirement accounts. Financial planning engagements are delivered as one-time plans, with additional services available for a fee. Noteworthy operational features include a firm policy that requires clients to use TradeStation as the executing broker/custodian and an acknowledgment that custodians may provide research or other “soft-dollar” benefits, which can create potential conflicts of interest. The sole principal’s multiple outside leadership roles with nonprofit and overseas organizations, together with the firm’s combination of charitable clients and active trading strategies, distinguish it from many solo independent advisers.

To learn more about the advisors currently working at Momentum FinTech LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.