Kelly Morton is a registered investment advisor at Intellectus Partners, LLC, based in San Francisco, CA, with 14 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 192 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intellectus Partners offers wealth management services where fees range from 0.50% to 2.00% annually based on the value of your portfolio. The fee is paid quarterly, in advance, and is based on the average daily balance from the prior quarter. Fees may be negotiable. For wealth coaching services, there is a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%, paid quarterly in arrears.
Location
1050 Battery Street, Suite 100, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Intellectus Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
State Registrations1 state
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