Michael Morey
Michael Morey is a registered investment advisor at Morey & Quinn Wealth Partners, based in Omaha, NE, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 520 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 $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Location
11225 Davenport Street, Suite 109, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Financial
May 2017Other Business ActivitiesSells Insurance
Michael is an insurance agent selling and servicing annuities, dedicating minimal time to this activity. He is also a partner at Morey & Quinn Wealth Partners, an RIA/wealth management firm, which takes nearly full-time hours.
Employment History
Current Registrations
Morey & Quinn Wealth Partners
Cabot Lodge Securities LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial 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.