Adam Morton
Adam Morton is a CFP-designated registered investment advisor at Constellation Wealth Advisors, based in Cincinnati, OH, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 417 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Constellation Wealth Advisors charges a fee based on the value of your portfolio, which generally does not exceed 1.00% annually. The firm also offers flat fee arrangements, which generally do not exceed $500,000 annually. The firm has a standard minimum annual fee of $20,000, payable quarterly. Fees may be negotiable depending on the client's situation.
Location
255 East Fifth St., Suite 3000, Cincinnati, OH, 45202
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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 ActivitiesSells Insurance
Adam sells and services fixed insurance products, including term life, disability, long-term care, critical illness, and executive compensation benefits, dedicating minimal time to this activity. He also serves on the Board of Directors for Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, spending minimal time on each.
Employment History
Current Registrations
Constellation Wealth Advisors
Previous Registrations
Fort Washington Investment Advisors INC
Riverpoint Capital Management, LLC
State Registrations1 state
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