Blake Morlet
Blake Morlet is a registered investment advisor at Wellth Advisory Services, LLC, based in Temecula, CA, with 8 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.
Fee Estimator
Location
Temecula, CA
Get directionsHistory
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
Blake is a licensed insurance agent selling health and life insurance, dedicating a few hours per week to this activity. He also serves as a director and vice president on the board of BDT & Associates, Inc., is a member of Modern Choice Wealth Management, LLC, has an active real estate broker license, and is a co-trustee of a trust.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Invicta Financial Group
State Registrations11 states
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.
Exams
More Advisors
- Allyson Trantum, CFP
- Tiffany Saxon-Sandoval, ChFCWells Fargo Advisors
- William Milton, CFPEdward Jones
- Priti Huisinga, CFPEdward Jones
- Elizabeth King, ChFCState Farm Investment Management CORP.
- Robert Kelly, CFPMas Advisors LLC