Michael Morton is a ChFC-designated registered investment advisor at Morton Financial Advice LLC, based in Harvard, MA, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 21 clients with $14M in assets under management.
Compensation
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Fee Structure
Morton Financial Advice offers ongoing investment management services based on your individual goals and risk tolerance. MFA does not charge a percentage of your portfolio. Instead, this service is offered as a fixed fee, as agreed upon by you and MFA. At no point will the fee charged to you exceed 3% of your portfolio.
Contact
Michael Morton
Location
Harvard, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morton Financial Advice LLC
State Registrations3 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.
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Additional Information
Mike lives with his wife and three young children in Harvard, MA. He enjoys all outdoor activities including hiking, camping, running, snowboarding, and obstacle racing. Mike has played Ultimate Frisbee for decades and coaches the youth team in town. He also enjoys woodworking, designing and creating furniture in his home shop.