Hugh Moore
Hugh Moore is a registered investment advisor at Moore Financial Planning Advisors, LLC, based in Davie, FL, with 17 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 96 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $100K | 1.20% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.88% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.40% |
| $2.5M - $5.0M | 0.36% |
| $5M+ | 0.20% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
10200 W State Rd 84, Suite 209, Davie, FL, 33324
Get directionsHistory
Regulatory History (1)
Regulatory
September 2014Other Business ActivitiesSells Insurance
Hugh is an insurance agent and CEO at Interactive Financial Network, Inc. since 1993, dedicating more than half of his time to this business. He also works as a tax advisor at IFN Business & Tax Services, LLC, spending about 10-20% of his time there.
Employment History
Current Registrations
Moore Financial Planning Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.