Christina Ferrer is a CFP-designated registered investment advisor at Morton Financial Advice LLC, based in Littleton, CO, with 16 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 7 more. Their firm serves 21 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morton Financial Advice combines ongoing financial planning and investment portfolio management into a single continuous service. The fee is based on your net worth minus your primary residence:
- First $1,000,000 — $8,400 per year
- Each additional $1,000,000 up to $4,000,000 — an extra $3,600 per year
- Each additional $1,000,000 thereafter — an extra $1,200 per year
The total annual fee will never exceed 2.0% of the portfolio assets under management.
Contact
Christina Ferrer
Location
Littleton, CO
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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 →Employment History
Current Registrations
Morton Financial Advice LLC
Be Your Best Financial
Previous Registrations
BMO Harris Financial Advisors, INC.Broker
BMO Harris Financial Advisors, INC
Oppenheimerfunds Distributor, INC.Broker
American Funds Distributors, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.
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