Lauren Ma is a CFP-designated registered investment advisor at Morphicapital, based in Gilbert, AZ, with 11 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
These rates apply to the Morphicapital Private Advisory plan. The firm also offers Morphicapital Growth Advisory and Morphicapital Essential Advisory plans with different rates and minimums. Minimum annual charges apply if investment minimums are not met.
Fee Estimator
Location
2162 E Williams Field Rd., Ste. 111, Gilbert, AZ, 85295
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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
Morphicapital
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
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.