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
November 2018 - June 2022 · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2018 - June 2022 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLC
September 2005 - November 2018 · 13 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2005 - November 2018 · 13 yrs 3 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.