Money PoolE..Solutions For Life, LLC

Overview

Money PoolE..Solutions For Life, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, combining financial planning with portfolio management for individuals and small businesses. It also produces written material in the form of periodicals or newsletters, suggesting a content or education component to client service. Service and fee options are flexible: the firm charges a percentage of assets under management, but also uses hourly and fixed fees and other billing arrangements. Filings show the adviser operates primarily in a non-discretionary capacity, meaning clients retain final trading authority and the firm provides recommendations, model allocations or ongoing planning rather than unilateral portfolio trading. Money PoolE..Solutions appears to favor fund-based solutions for client portfolios while retaining the ability to use illiquid and structured products when appropriate. The adviser is not identified as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator.

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Location & Offices