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Maurice Linton

25 Years of Experience
Orange City, FL
1 Disclosure

Maurice Linton is a registered investment advisor at Eagle's Crest Advisors, LLC, based in Orange City, FL, with 25 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 60 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
60 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$125.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.80%
$5.0M - $7.5M0.60%
$7.5M - $10.0M0.40%
$10M+0.30%

Fees are negotiable based on the size of the account and complexity of asset structures. Fixed income and cash management accounts have a separate schedule (0.25% to 0.55%). Accounts holding only alternative investments are charged a flat 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Orange City, FL

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History

Regulatory History (1)
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Customer Dispute
February 2026
Denied
Employment History
Current Registrations
Eagle's Crest Advisors, LLC
June 2026 - Present · 4 mos
Previous Registrations
Schwab Wealth Advisory, INC.
February 2012 - June 2026 · 14 yrs 4 mos
Charles Schwab & CO., INC.
January 2012 - March 2012 · 2 mos
Charles Schwab & CO., INC.
August 2007 - December 2011 · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
September 2001 - June 2026 · 24 yrs 9 mos
State Registrations1 state
FL
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.