Shabri Moore
Shabri Moore is a CFP-designated registered investment advisor at Moore Wealth, based in Frederick, MD, with 28 years of industry experience. Shabri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 204 clients with $160M 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 $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Moore Wealth manages some accounts in which the asset management fees are other than the percentages noted above. These clients joined Moore Wealth through previous financial advisory practice purchase/merger.
Fee Estimator
Location
50 Carroll Creek Way, Suite 335, Frederick, MD, 21701
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2023Customer Dispute
October 2022Other Business ActivitiesSells Insurance
Shabri sells fixed insurance, dedicating minimal time. She also co-owns and is a managing partner of Moore Wealth, LLC, and owns Shabri Moore, LLC and Moore Business Enterprises, dedicating full-time hours to Moore Wealth, LLC and minimal time to the other two.
Employment History
Current Registrations
Moore Wealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Sunset Financial Services, INC.Broker
1717 Capital Management CompanyBroker
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.