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.
999 Vanderbilt Beach Road, Suite 102, Naples, FL, 34108
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Learn about disclosures →Brian is the registered agent for Cassie Cotroneo Photography, managing annual legal and tax reporting requirements. This activity requires minimal time and is not investment-related.