WM
WM
William Moore
22 Years of Experience
Ponte Vedra Beach, FL
2 Disclosures
William Moore is a registered investment advisor at Mos Capital, INC., based in Ponte Vedra Beach, FL, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 119 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
119 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$209.3M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1102 A1A N., Suite 202, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2002Denied
Customer Dispute
August 1998Settled
Employment History
Current Registrations
Mos Capital, INC.
January 2004 - Present · 22 yrs 4 mos
State Registrations2 states
FLTX
Advisor
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.
Exams
No exam information available for this advisor.