Michael Privett is a ChFC-designated registered investment advisor at Morton Wealth, based in Calabasas, CA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,182 clients with $3B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are subject to negotiation. A minimum fee of $15,000 per year applies.
Fee Estimator
Location
27200 Agoura Rd, #200, Calabasas, CA, 91301
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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 →Employment History
Current Registrations
Morton Wealth
Previous Registrations
Manning Wealth Management, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
The Gensler Group
LPL Financial Corporation
LPL Financial CorporationBroker
Retirement Capital Group Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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