Thomas Morton is a CFA-designated registered investment advisor at Hawkins Investment Counsel, LLC, based in Puyallup, WA, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 82 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
The investment management fee is negotiable at HIC's sole discretion and is based on several factors.
Fee Estimator
Location
Puyallup, WA
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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.
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Thomas is the sole owner and managing member of Morton Partners, LLC (MP), a business formed in 2010 that offers property management and other non-investment related services. Thomas dedicates a few hours per week to MP, and all investment-related business is conducted through Hawkins Investment Counsel, LLC (HIC).
Employment History
Current Registrations
Hawkins Investment Counsel, LLC
State Registrations3 states
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