Moreton Asset Management, LLC
Assets Under Management
$4.1B
Number of Clients
148
Number of Advisors
6
Average Client AUM
$27.8M
AUM per Advisor
$686.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Moreton Asset Management, LLC (MAM) offers investment advice and management services on a discretionary basis, tailored to individual client needs. They specialize in fixed income asset management for institutions. MAM also offers a Wrap Fee program. The minimum opening account size is $3 million, but this is subject to management discretion.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.17% |
| $40.0M - $100.0M | 0.15% |
| $100M+ | 0.15% |
Fees over $100 million are negotiated.
Fee Estimator
MAM charges an annual fee based on assets under management, as detailed in the fee table. Fees are calculated and charged monthly, in arrears, based on the average daily balance. The minimum opening account size is $3 million, but this is subject to management discretion. MAM may also bill clients directly for advice rendered on an hourly basis, as detailed in each individual advisory agreement. Clients may also pay custodial fees, brokerage fees, and investment management fees of underlying funds.
Areas of Practice
Location
40 N 100 E, Farmington, UT, 84025