Morton Wealth
Assets Under Management
$3.0B
Number of Clients
1,182
Number of Advisors
30
Average Client AUM
$2.5M
AUM per Advisor
$98.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Morton Wealth offers customized investment advisory and financial planning services, building long-term relationships based on trust. They design and implement investment strategies tailored to client objectives, emphasizing risk management. Services include analyzing financial situations, setting goals, reviewing risk profiles, designing asset allocation strategies, monitoring performance, and rebalancing portfolios. They also offer financial planning services, including retirement planning, estate planning review, and insurance review.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fee Estimator
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
Location
27200 Agoura Road, Suite 200, Calabasas, CA, 91301