KM

Kelly Paul Morton

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5M
Financial Plan Fee:$5,000 - $100,000

Wealth management fees range from 0.50% to 2.00% annually based on assets under management and other factors. Some clients negotiate fixed fees. Wealth coaching services include a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%. Investment consulting fees range from $5,000 to $100,000, depending on the complexity of the client's circumstances. The firm generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor. For wealth coaching services, Intellectus generally requires a minimum net worth size of $10,000,000, which may be reduced at the sole discretion of the Advisor.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1050 Battery Street, Suite 100, San Francisco, CA, 94111

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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.

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Employment History
Current Registrations
Intellectus Partners, LLC
June 2015 - Present · 10 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2015 - April 2016 · 8 mos
Deutsche Bank Securities INC.
September 2011 - July 2015 · 3 yrs 10 mos
Deutsche Bank Securities INC. Broker
April 2011 - July 2015 · 4 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.