Erik Moore is a registered investment advisor at Moore Wealth, based in Frederick, MD, with 9 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 204 clients with $160M 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 $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Moore Wealth manages some accounts in which the asset management fees are other than the percentages noted above. These clients joined Moore Wealth through previous financial advisory practice purchase/merger.
Fee Estimator
Location
50 Carroll Creek Way, Suite 335, Frederick, MD, 21701
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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
Erik is the owner of Erik Moore, LLC and co-owner, partner, and director of investment strategy at Moore Wealth, LLC, both established to facilitate securities, advisory, and insurance business. He spends all of his time during business hours at Moore Wealth, LLC.
Employment History
Current Registrations
Moore Wealth
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial NetworkBroker
State Registrations2 states
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