Morton Wealth offers investment advisory and financial planning services. Morton designs investment strategies based on guidelines from its Investment Committee, customized to each client's goals, risk tolerance, and time horizon. Morton emphasizes risk management and operates on a fee-only basis. Services include analyzing financial situations, setting goals, reviewing risk profiles, designing asset allocation strategies, monitoring performance, and rebalancing portfolios. Morton also offers financial planning services, including retirement planning, estate planning review, and insurance review.
Assets Under Management$3B
Clients1,182
Advisors29
Avg. per Client$2.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$15,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
29 Advisors at this firm
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