John Moran
John Moran is a CFP-designated registered investment advisor at Bay Harbor Wealth Management, LLC, based in Hunt Valley, MD, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 385 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bay Harbor Wealth Management's fee for managing your investments is a percentage of the total value of your portfolio. The maximum fee is 1.4% for accounts opened before June 10, 2025, and 1.25% for accounts opened after that date, as well as DFA managed accounts. This fee is billed quarterly in advance. If you deposit more than $1,000 during a quarter, the fee for that deposit is assessed later. Fees are generally waived for accounts with less than $1,000 in assets.
Location
201 International Circle, Suite 520, Hunt Valley, MD, 21030
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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 ActivitiesSells Insurance
John is involved in annuity sales, dedicating nearly full-time hours to this business. This activity is investment-related.
Employment History
Current Registrations
Bay Harbor Wealth Management, LLC
Previous Registrations
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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.