Kimberly Morton is a CFP-designated registered investment advisor at Wealthlogic, based in Gilbert, AZ, with 17 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 6 more. Their firm serves 32 clients with $25M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. For clients whose annualized fees paid to WealthLogic are expected be at least $3,750, WealthLogic may cover the cost of the client’s individual (Form 1040) tax return preparation.
Fee Estimator
Contact
Kimberly Morton
Location
Gilbert, AZ
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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
Wealthlogic
Previous Registrations
Bridge Financial Strategies, LLC
Dynamic Wealth Advisors
Sensible Money, LLC
Wealth Management Solutions
State Registrations1 state
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