Moran Wealth Management, LLC
Assets Under Management
$4.7B
Number of Clients
2,104
Number of Advisors
31
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$153.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Moran Wealth Management (MWM) provides financial planning, consulting, and investment management services. MWM manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and alternative investments. MWM also offers family office services. MWM tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
The fee schedule above is for the Dynamic Income Allocation Portfolio offered through Pelican Bay Capital Management. For the majority of MWM's strategies, the management fee varies between 0.10% and 1.25%.
Fee Estimator
Areas of Practice
Location
5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108
