JS
CFA
JS
CFA

Jeffrey Sarti

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
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
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$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

27200 Agoura Road, Suite 200, Calabasas, CA, 91301

Get directions

History

Regulatory History
Clean regulatory record

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
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Morton Capital Management
August 2006 - November 2007 · 1 yr 3 mos
Morton Management, INC.
August 2004 - September 2006 · 2 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.