Morling Financial Advisors is an independent registered investment advisor founded in 1999 and based in Fremont, California. The firm provides personalized investment management and financial planning and consulting services to individuals, families, businesses, retirement plans, and non-profit organizations. Morling Financial Advisors works closely with clients to understand their financial objectives, risk tolerance, and time horizon to build tailored asset allocations. Portfolios may include mutual funds, exchange-traded funds, individual stocks and bonds, options, hedge funds, private equity, and private debt, and the firm may utilize independent sub-advisors or third-party managers. In addition to portfolio management, Morling Financial Advisors offers guidance on cash flow, insurance, education funding, estate planning, charitable giving, and retirement plan setup. The firm also provides pension consulting services to participant-directed retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable on a client-by-client basis. Minimum annual investment management fee is $15,000.