MP
ChFC

Michael Brian Privett

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
1,182 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$15,000
Financial Plan Fee:$6,000 - $15,000
Hourly Rate:Up to $350/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

27200 Agoura Rd, #200, Calabasas, CA, 91301

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Morton Wealth
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
Manning Wealth Management, INC.
November 2012 - December 2020 · 8 yrs 1 mo
Commonwealth Financial Network
June 2010 - December 2020 · 10 yrs 6 mos
Commonwealth Financial Network Broker
June 2010 - December 2020 · 10 yrs 6 mos
The Gensler Group
February 2008 - February 2010 · 2 yrs
LPL Financial Corporation
February 2008 - June 2010 · 2 yrs 4 mos
LPL Financial Corporation Broker
January 2008 - June 2010 · 2 yrs 5 mos
Retirement Capital Group Securities, INC.Broker
January 2006 - February 2008 · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLC Broker
July 1994 - January 2006 · 11 yrs 6 mos
Robert W. Baird & CO. Incorporated Broker
July 1994 - January 2002 · 7 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.