James Morton is a registered investment advisor at Doheny Asset Management, L.L.C., based in Los Angeles, CA, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $160M 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 | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
There are also separate fee schedules for fixed income only (0.50% on the first $5 million, 0.45% on the next $5 million, 0.40% on amounts in excess of $10 million) and tax-exempt fixed income only (0.35% annually).
Fee Estimator
Location
12400 Wilshire Blvd., Suite 1480, Los Angeles, CA, 90025
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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
James was a managing member at Maeya Capital, LLC, but the business is being wound down.
Employment History
Current Registrations
Doheny Asset Management, L.L.C.
Previous Registrations
Maeya Capital, LLC
State Registrations1 state
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