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Morgan Stanley

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
View SEC Summary
View SEC Summary

Morgan Stanley Wealth Management (MSWM) offers Private Wealth Management Consulting Services (PWMCS) to ultra-high-net-worth clients. MSWM provides customized performance reports, asset allocation recommendations, and reviews of specific investment opportunities. Clients retain sole responsibility for implementing investment decisions. MSWM acts as a broker, not an investment advisor, unless expressly engaged in writing to act as an investment advisor in one or more advisory accounts.

Assets Under Management$1700B
Clients2,539,760
Advisors23,050
Avg. per Client$650K
Avg. per Advisor$72M
www.morganstanleyclientserv.com ·www.morganstanley.com 

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
View Full SEC Brochure
Location

23,050 Advisors at this firm

Amy Alexandra Wood
AW
Amy Wood
AP
Aakash Patel
AB
Aaliyah Buckner
AS
Aaron Smith
AS
Aaron Stein
AF
Aaron Fraser
AW
Aaron Webb
AS
CFP
Aaron Silberman
AS
Aaron Scissors
AE
Aaron Edelman
AH
Aaron Hall
AF
Aaron Forrester
AG
Aaron Getz
AT
Aaron Terjanian
AG
Aaron Good
AS
Aaron Sousa
AS
Aaron Stanford
AS
Aaron Sotak
AH
Aaron Hannigan
AF
Aaron Fiero
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