Morling Financial Advisors offers investment management where they manage client assets on a discretionary basis, typically investing in mutual funds, ETFs, stocks, and bonds. They also offer financial planning and consulting services, advising on topics like expenses, insurance, education funding, and estate planning. Morling Financial Advisors may use sub-advisors to manage client accounts.
Assets Under Management$760M
Clients344
Advisors17
Avg. per Client$2.2M
Avg. per Advisor$44M
www.morlingadvisors.com ·www.linkedin.com/company/morling-financial-advi... ·www.morlingfinancialadvisors.com
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Minimum annual investment management fee of $15,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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