Moors & Cabot charges management fees based on either a flat percentage or a tiered fee rate schedule applied to the total account value. The specific fee is negotiable, with a minimum rate of 0.5% and a maximum of 1.5%, unless approved by senior management. They also offer financial planning services with fees typically exceeding $500, based on fixed or hourly rates negotiated with the advisor. Fees may be offset by commissions received from implementing planning recommendations.
One Federal Street, 19th Floor, Boston, MA, 02110
Get directionsAndrew owns a rental property. This activity does not interfere with his duties at Measured Wealth Private Client Group, LLC and occurs outside of regular business hours.