Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,104 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$4.7B
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
The fee schedule above is for the Dynamic Income Allocation Portfolio offered through Pelican Bay Capital Management. For the majority of MWM's strategies, the management fee varies between 0.10% and 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Moran Wealth Management, LLC
May 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
December 2019 - June 2022 · 2 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - June 2022 · 2 yrs 8 mos
PNC InvestmentsBroker
February 2011 - April 2014 · 3 yrs 2 mos
PNC Investments
December 2010 - April 2014 · 3 yrs 4 mos
PNC InvestmentsBroker
November 2009 - December 2009 · 1 mo
Natcity Investments, INC.Broker
October 2007 - November 2009 · 2 yrs 1 mo
Ust Securities CORP.Broker
June 2005 - October 2007 · 2 yrs 4 mos
Wachovia Securities, LLCBroker
February 2004 - May 2005 · 1 yr 3 mos
Amsouth Investment Services, INC.Broker
July 2001 - June 2002 · 11 mos
Banc One Securities CorporationBroker
May 1998 - May 2001 · 3 yrs
Independent Financial Securities, INC.Broker
July 1997 - July 1998 · 1 yr
Natcity Investments, INC.Broker
May 1997 - April 1998 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - May 1997 · 3 yrs 8 mos
Northwestern Mutual Investment Services, INC.Broker
February 1993 - July 1993 · 5 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.