William Morton is a registered investment advisor at Mbl Advisors, based in Charlotte, NC, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 216 clients with $1.1B 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
At MBL Wealth's discretion, they may combine the account values of family members living in the same household to determine the applicable investment management fee.
Fee Estimator
Location
301 S. Mcdowell Street, Suite 1100, Charlotte, NC, 28204
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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 →Other Business Activities
William serves on the board of directors of E. Dillon & Co. and is the Managing Director of MBL Advisors Inc. He is also the President of MBL Wealth, LLC (an independent RIA) and a trustee for his daughter's trust, dedicating full-time hours to MBL Wealth, LLC and minimal time to the trust.
Employment History
Current Registrations
Mbl Advisors
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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