Julia Naccarato is a registered investment advisor at Morton Brown Family Wealth LLC, based in Allentown, PA, with 1 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 259 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morton Brown Family Wealth charges an annual investment advisory fee based on a percentage of the value of your investments. The fee generally ranges from 0.50% to 1.25% of the assets they manage. The advisory fee is negotiable depending on factors such as the amount of assets, portfolio composition, and the complexity of the engagement.
Location
600 W. Hamilton Street, Suite 510, Allentown, PA, 18101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Morton Brown Family Wealth LLC
Previous Registrations
A Better Way Financial, LLC
State Registrations1 state
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