AM
CFP

Amber Mcbride

1 Year 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
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Advisor Information

Office location

27200 Agoura Road, Suite 200, Calabasas, CA, 91301

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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
Morton Wealth
July 2024 - Present · 1 yr 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.