Courtney Bridge is a registered investment advisor at Moors & Cabot, INC, based in Osterville, MA, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 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
Moors & Cabot charges an annual fee based on a percentage of your portfolio, billed quarterly. The exact percentage is negotiable and depends on factors like account size and complexity. The minimum fee rate is 0.5% and the maximum is 1.5%, unless approved by senior management. Moors & Cabot may aggregate multiple accounts to determine fee breakpoints. They also offer an "Advice Only" service for assets held elsewhere, billed quarterly in advance.
Location
Osterville, MA
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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.
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Courtney co-owns a boutique clothing store with their spouse, requiring minimal involvement. Courtney is also a board member of Bluecoats of Barnstable, spending minimal time on this activity.
Employment History
Current Registrations
Moors & Cabot, INC
Moors & Cabot, INC.
Moors & Cabot, INC.Broker
State Registrations24 states
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