Ronald Morton is a CFP-designated registered investment advisor at Brick Street Financial, based in Clinton, MS, with 4 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
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 | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Annual fees are negotiable.
Fee Estimator
Location
402 E Main St., Clinton, MS, 39056
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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 ActivitiesSells Insurance
Ronald is licensed to sell life and health insurance, dedicating about 10% of his time to this activity. He also owns The Automated Attorney, LLC, a marketing agency and consulting firm for lawyers, which also takes about 10% of his time. Ronald is also an adjunct professor and practice advisor.
Employment History
Current Registrations
Brick Street Financial
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.