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AK
CFP
AK
CFP
Alan Steven Kane
Morton Wealth
27 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Financial Planning & Coaching
Morton Wealth
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,182 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$3.0B
Fee Structure
Minimum Investment:
$1M
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $5.0M
1.00%
$5M+
0.50%
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Minimum Annual Fee:
$15,000
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Location
23945 Calabasas Rd., Suite 203, Calabasas, CA, 91302
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Civil
March 2003
Pending
Customer Dispute
January 2003
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Morton Wealth
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Morton Management, INC.
June 1998 - September 2006 · 8 yrs 3 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.