Moran Wealth Management offers comprehensive wealth management services, including investment portfolio management, financial planning, consulting, family office services, and variable annuity guidance. Moran Wealth Management builds custom portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, and also offers model portfolio strategies through Pelican Bay Capital Management. The firm tailors its services to individual client goals, risk tolerances, and time horizons, operating primarily on a discretionary basis while also accommodating non-discretionary arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range between 0.10% and 1.25% annually depending on portfolio size, composition, and services rendered. Self-directed custody accounts may be charged up to 0.10%.
