Marvin Morse
Marvin Morse is a registered investment advisor at Maxwell and Morse Capital Management, INC., based in Tulsa, OK, with 27 years of industry experience. Marvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 183 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
6950 South Utica Avenue, Tulsa, OK, 74136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marvin works as a certified public accountant at Morse & Co, dedicating nearly full-time hours to accounting and tax services. He also manages Wild Trout Investments, LLC, which invests his personal funds in oil and gas exploration, spending minimal time on this activity.
Employment History
Current Registrations
Maxwell and Morse Capital Management, INC.
Previous Registrations
Morse Capital Management, INC.
State Registrations1 state
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