Jeffrey Davies is a registered investment advisor at Moors & Cabot, INC, based in Poland, OH, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,074 clients with $3.4B in assets under management.
Compensation
Firm Size
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Fee Structure
Moors & Cabot charges an annual fee based on a percentage of your portfolio, billed quarterly. The exact percentage is negotiable and depends on factors like account size and complexity. The minimum fee rate is 0.5% and the maximum is 1.5%, unless approved by senior management. Moors & Cabot may aggregate multiple accounts to determine fee breakpoints. They also offer an "Advice Only" service for assets held elsewhere, billed quarterly in advance.
Location
850 E. Western Reserve Rd, Unit 5, Poland, OH, 44514
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Moors & Cabot, INC.Broker
Moors & Cabot, INC
Previous Registrations
Moors & Cabot INC
Analytical Portfolio Solutions, LLC
Moors & Cabot Financial Advisors, LLCBroker
Moors & Cabot, INC.Broker
Wrp Investments, INC.
Wrp Investments, INC.Broker
Keogler, Morgan & Company, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations29 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.