Morton Taylor is a registered investment advisor at Firehorse Strategic Investing, LLC, based in Lantana, TX, with 4 years of industry experience. Morton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $46M 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 $10K | Included |
| $10K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fees are generally negotiable. Clients may open interest only accounts through FSIL for a fee of .1%.
Fee Estimator
Location
631 Walker Xing, Lantana, TX, 76226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Firehorse Strategic Investing, LLC
State Registrations1 state
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