Morgan Stanley
Assets Under Management
$1650.0B
Number of Clients
2,539,760
Number of Advisors
22131
Average Client AUM
$650K
AUM per Advisor
$74.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Morgan Stanley Wealth Management (MSWM) offers Private Wealth Management Consulting Services (PW MCS) to ultra-high-net-worth clients. MSWM provides customized performance reports, asset allocation recommendations, and reviews of specific investment opportunities. Clients retain responsibility for implementing investment decisions and monitoring account performance.
Fee Structure
The maximum fee for Private Wealth Management Consulting Services is generally $500,000. Fees are negotiable and may be deducted from an eligible Morgan Stanley account. Fees are generally payable quarterly, in advance. There are no additional fees or expenses for the services offered in the PWMCS program.
Areas of Practice
Location
2000 Westchester Avenue, Purchase, NY, 10577-2530
