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.
645 East Missouri Avenue, Suite 170, Phoenix, AZ, 85012
Get directionsCharles operates a sole proprietorship, Hobby-Cars, buying, restoring, repairing, selling, and trading cars, dedicating a few hours per week. He also owns a commercial building in Hobbs, NM, dedicating minimal time to it.