| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Morton's standard advisory fees are based on a percentage of assets under management, ranging from 0.50% to 1.00% annually on a tiered basis. Specifically, the fee is 1% per annum on the first $5,000,000 and 0.5% per annum on amounts above $5,000,000. A minimum quarterly fee of $3,750 ($15,000 annually) applies, but may be waived or reduced. They also offer a fixed fee arrangement for the Modearn service, ranging from $6,000 to $15,000 per year, billed quarterly. Stand-alone financial planning services are offered at a fixed fee ranging between $6,000 and $15,000 or at an hourly rate of $350/hour. Stand-alone business consulting services are offered at a standard rate of $8,000 per quarter.
23945 Calabasas Rd., Suite 203, Calabasas, CA, 91302
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