Moors & Cabot provides investment advice on various securities through its Portfolio Management Program (PMP), either on a discretionary or non-discretionary basis. They also offer referrals to third-party wrap fee programs and financial planning services, including tax, estate, investment, education, retirement, and risk management analysis. Moors & Cabot may use outside consultants for financial planning services. The firm also offers consulting services on targeted areas such as estate planning and retirement planning.
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.