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.
Seafoam Village 2800 Placida Rd, Unit 103, Englewood, FL, 34224
Get directionsChristopher owns Lazy Products, LLC, selling water floats, and is also the Owner/Manager of TQC Education, LLC, selling online boating courses. Neither activity is securities-related.