Kelly Morton is a registered investment advisor at Intellectus Partners, LLC, based in San Francisco, CA, with 15 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 186 clients with $1.6B 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 | 0.50% |
Wealth management fees generally range from 0.50% to 2.00% annually depending on relationship size, complexity, and other factors. Fees are negotiable. Certain clients may pay fixed fees or performance-based fees.
Fee Estimator
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.
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
Intellectus Partners, LLC
Previous Registrations
Deutsche Bank Securities INC.
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.
Exams
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