Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108
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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 →Other Business Activities
Jeffrey owns Limitless Travel, LLC, a travel agency, and spends minimal time on it. He also acts as POA and trustee for his aunt, dedicating minimal time to these investment-related activities.
Employment History
Current Registrations
Moran Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLCBroker
State Registrations2 states
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