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Morgan Mohrman

Wilmington Trust Investment Advisors, INC.
39 Years of Experience
Boston, MA
View SEC Summary
View SEC Summary

Morgan Mohrman is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Boston, MA, with 39 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 155 clients with $18B in assets under management.

Wilmington Trust Investment Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
155 clients
Average Client Portfolio
$115.0M average
Assets Under Management
$17.8B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M0.50%
$3.0M - $10.0M0.25%
$10.0M - $15.0M0.40%
$15.0M - $35.0M0.20%
$35.0M - $55.0M0.15%
$55M+0.10%

Fees vary by investment strategy. Different strategies have distinct fee schedules and minimum account sizes ranging from $3,000,000 to $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

280 Congress St, Boston, MA, 02110

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History

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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Other Business Activities

Morgan is the treasurer of Duxbury Yacht Club, a 501(c)(7) organization, since 2019. Morgan oversees the club's financials and pays bills, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
TD Private Client Wealth LLC
June 2014 - September 2021 · 7 yrs 3 mos
TD Private Client Wealth LLCBroker
February 2014 - September 2021 · 7 yrs 7 mos
Investment Professionals, INC.Broker
June 2012 - February 2014 · 1 yr 8 mos
LPL Financial LLCBroker
December 2010 - May 2012 · 1 yr 5 mos
H.D. Vest Investment ServicesBroker
July 2010 - November 2010 · 4 mos
Eaton Vance Distributors, INC.Broker
November 1996 - June 2009 · 12 yrs 7 mos
Eaton Vance Distributors, INC.Broker
January 1993 - November 1996 · 3 yrs 10 mos
Mfs Financial Services, INC.Broker
December 1986 - October 1992 · 5 yrs 10 mos
Massachusetts Financial Services CompanyBroker
February 1985 - January 1987 · 1 yr 11 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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