Donald Morley
Donald Morley is a registered investment advisor at Capital Cities Investments, based in Northbrook, IL, with 40 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 476 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Legacy clients may be subject to different fee schedules.
Fee Estimator
Location
Northbrook, IL
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Donald is an affiliated advisor with Capital Cities Investments, a registered investment advisor (RIA). This activity takes about 10-20% of his time, including a few hours per week during trading hours.
Employment History
Current Registrations
Capital Cities Investments
Previous Registrations
Triad Advisors LLCBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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
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