Ewan Morkel is a registered investment advisor at Fiduciary Organization, LLC, based in Mapleton, UT, with 1 years of industry experience. Ewan 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, and 2 more. Their firm serves 79 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FIDO charges an annual fee of 1.50% of the value of your investments. This fee is paid monthly, quarterly, or annually. If FIDO uses an outside manager, the combined fee will not exceed 2% of your investments. FIDO may use either a blended or breakpoint fee schedule, and the blended fee schedule may result in higher fees.
Location
768 S 1600 W, Suite A, Mapleton, UT, 84664
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ewan is the founder, enrolled agent, and chief tax advisor for Morkel Financial, providing tax preparation and planning services since 2022. He dedicates minimal to more than full-time hours per month to this business, preparing tax returns, meeting with clients, and engaging in business development.
Employment History
Current Registrations
Fiduciary Organization, LLC
State Registrations2 states
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.