Jason Moore is a CFP-designated registered investment advisor at Moore Investment Partners, LLC, based in Charlotte, NC, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $76M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
3540 Toringdon Way, Suite 200, Charlotte, NC, 28277
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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
Jason owns rental real estate property since 2015, generating passive income. He spends minimal time addressing tenant concerns.
Employment History
Current Registrations
Moore Investment Partners, LLC
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations4 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.