Peter Ling is a registered investment advisor at Morling Financial Advisors, LLC, based in Mill Valley, CA, with 27 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 349 clients with $1B 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable on a client-by-client basis. Minimum annual investment management fee is $15,000.
Fee Estimator
Location
Mill Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is the principal and president of Morling & Company, an accounting and financial services firm, dedicating about half of his time to it. He also holds leadership positions in several other non-investment-related businesses, including Systems Integration Solutions, Inc., Commerce Solutions Inc., Art by Aiko, and Washington Laboratories.
Employment History
Current Registrations
Morling Financial Advisors, LLC
State Registrations1 state
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Exams
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