John Morton is a registered investment advisor at Frec, based in Denver, CO, with 1 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 820 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frec Advisers charges a percentage of your portfolio annually, depending on the investment strategy you choose. Examples include:
- S&P 500 index: 0.09%
- CRSP US Large Cap index: 0.10%
- Russell 2000 index: 0.26%
- Factor Tilt Long-Short 250/150 index: 1.30%
- Cash Management Investment: 0.20%
Fees are calculated monthly based on the value of your investments. If you close your account, fees are calculated as of your last day of service.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Frec
State Registrations2 states
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