Marcia Moore is a registered investment advisor at DBA Seslia Securities, based in St. Thomas, VI, with 22 years of industry experience. Marcia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 140 clients with $51M 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 | 1.00% |
| $50K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable based on the amount of assets managed. For accounts up to $50,000, a flat $500 annual fee applies. Mutual fund F-class share assets are compensated directly by providers at 0.75% annually.
Fee Estimator
Location
2107 Crystal Gade #7A, St. Thomas, VI, 00802
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Regulatory History
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
DBA Seslia Securities
Previous Registrations
DBA Seslia Securities
Seslia SecuritiesBroker
State Registrations1 state
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
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