Beau Wirick is a registered investment advisor at Morton Wealth, based in Calabasas, CA, with 5 years of industry experience. Beau operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,279 clients with $3.5B 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 annual fee of $15,000 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
Beau is the co-owner, employee, and president of Wirick Media since 2021. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Morton Wealth
Previous Registrations
Sagespring Wealth Partners
Raymond James Financial Services, INC.Broker
State Registrations1 state
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
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