Thomas Morton is a CFA-designated registered investment advisor at Hawkins Investment Counsel, LLC, based in Puyallup, WA, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 98 clients with $170M 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 $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable at the firm's sole discretion based on factors such as market rate, relationship workload, total assets, and relationship tenure.
Fee Estimator
Location
Puyallup, WA
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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
Thomas is the sole owner and managing member of Morton Partners, LLC (MP), a business formed in 2010 that offers property management and other non-investment related services. Thomas dedicates a few hours per week to MP, and all investment-related business is conducted through Hawkins Investment Counsel, LLC (HIC).
Employment History
Current Registrations
Hawkins Investment Counsel, LLC
State Registrations3 states
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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