BM

Brice Michael Mcmahon

10 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
4,509 clients
Average Client Portfolio
$686K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$50K
Financial Plan Fee:From $500

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Advisor Information

Office location

One Federal Street, 19th Floor, Boston, MA, 02110

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Moors & Cabot, INC
August 2023 - Present · 2 yrs 5 mos
Moors & Cabot, INC. Broker
August 2015 - Present · 10 yrs 5 mos
Previous Registrations
AXA Advisors, LLC Broker
January 2015 - May 2015 · 4 mos
State Registrations40 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brice Michael Mcmahon - Financial Advisor | AdvisorDiscover