Matthew Johnson
Matthew Johnson is a CFP, ChFC-designated registered investment advisor at Moors & Cabot, INC, based in Naples, FL, with 22 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
Number of Clients
Average Client Portfolio
Assets Under Management
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
999 Vanderbilt Beach Road, Suite 102, Naples, FL, 34108
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Regulatory History (1)
Customer Dispute
January 2015Employment History
Current Registrations
Moors & Cabot, INC.Broker
Moors & Cabot, INC
Previous Registrations
Aviance Capital Partners LLC
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
First Investors CorporationBroker
State Registrations24 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.