Stacey Mckinnon is a registered investment advisor at Morton Wealth, based in Calabasas, CA, with 10 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,182 clients with $3B 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are subject to negotiation. A minimum fee of $15,000 per year applies.
Fee Estimator
Location
27200 Agoura Road, Suite 200, Calabasas, CA, 91301
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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
Stacey co-owns Studio BPM with her husband since 2016, working as an instructor and handling bookkeeping. This takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Morton Wealth
State Registrations1 state
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