Brice Mcmahon is a registered investment advisor at Moors & Cabot, INC, based in Boston, MA, with 11 years of industry experience. Brice is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 5,074 clients with $3.4B 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 | 0.50% |
| $250K - $500K | 0.50% |
| $500K - $1000K | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Firm states minimum fee rate is 0.50% and maximum rate is 1.50% unless approved by senior management. Fees are negotiable.
Fee Estimator
Location
One Federal Street, 19th Floor, Boston, MA, 02110
Get directionsHistory
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 →Employment History
Current Registrations
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations44 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.
Exams
More Advisors
- Thomas Childs, CFPMoors & Cabot, INC
- Marilyn HayesMoors & Cabot, INC
- Dallis Goodson, CFPMoors & Cabot, INC
- James CesarzMoors & Cabot, INC
- Jeffrey BielingMoors & Cabot, INC
- Paul Scleparis, CFAScs Capital Management LLC