Willard Moore
Willard Moore is a registered investment advisor at Aurora Private Wealth, INC., based in Holmdel, NJ, with 23 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,843 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aurora Private Wealth's fees for investment management are typically based on a percentage of the assets they manage, ranging from 0.25% to 2.95% per year. The specific fee is determined by the advisor, considering factors like the complexity of your situation, the amount you invest, and the portfolio style. The fee is charged quarterly or monthly in advance, based on the market value of your investments. Fixed fees may be charged for model portfolio management, as negotiated on a case-by-case basis.
Location
Holmdel, NJ
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Willard is the Managing Member/Wealth Manager/Retirement Planning Specialist/Insurance Agent for Aurora d/b/a Moore Wealth Management, LLC, an RIA and independent insurance agency. He dedicates all of his time to this role, providing advisory services and acting as an insurance agent.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Insight Private Advisors, LLC
LPL Financial LLCBroker
Bcg Securities, INC.
Bcg Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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.