Michelle Moyer primarily built her wealth through entrepreneurship and strategic investments, leveraging her expertise in finance. Her core income streams are:
Primary Wealth Sources
- Founding & Leading an Investment Advisory Firm: Moyer established her own Registered Investment Advisor (RIA) firm. She generated significant income through asset management fees (typically a percentage of Assets Under Management - AUM) and financial planning fees charged to affluent clients and institutions.
- Performance-Based Revenue: As portfolio manager, her compensation likely included performance fees tied to the investment returns generated for clients' portfolios, common in active management.
- Business Ownership Equity: As founder and principal, the appreciation in the value of her firm constitutes a major part of her net worth, alongside profits distributed to owners.
Secondary Wealth Sources
- Strategic Personal Investments: Moyer applied her investment acumen personally, building substantial portfolios in stocks, bonds, and particularly real estate investment trusts (REITs).
- Direct Real Estate Holdings: She invested significantly in income-generating commercial and residential real estate properties, benefiting from both rental income and long-term capital appreciation.
Career Foundation
- Analyst & Consultant Background: Prior to founding her firm, Moyer gained crucial experience and capital working as a financial analyst and later an independent consultant, specializing in portfolio analysis and market strategy for institutional clients.
Her wealth stems directly from applying deep financial knowledge through business ownership and disciplined personal investing.
