David Morton
David Morton is a registered investment advisor at Heritage Financial LLC, based in Gainesville, VA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 335 clients with $330M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may be higher or lower than the stated range based on the nature of the account.
Fee Estimator
Location
7001 Heritage Village Plaza, Suite 190, Gainesville, VA, 20155
Get directionsHistory
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 ActivitiesSells Insurance
David owns an investment-related private residence and is a licensed insurance agent since 2007, selling fixed life and health insurance. He dedicates a few hours per week to insurance sales.
Employment History
Current Registrations
Heritage Financial LLC
Previous Registrations
Acorn Financial Advisory Services, INC.
The Strategic Financial Alliance, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
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.