Assets Under Management
$3.0B
Number of Clients
1,182
Number of Advisors
30
Average Client AUM
$2.5M
AUM per Advisor
$98.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Morton Wealth offers customized investment advisory and financial planning services. They design and implement investment strategies based on client's objectives, risk tolerance, and time horizon. Morton operates on a fee-only basis and emphasizes managing risk to reduce volatility.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are subject to negotiation.
27200 Agoura Road, Suite 200, Calabasas, CA, 91301