Morgan Kenwood Advisors offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's individual needs and goals. Financial planning includes a comprehensive evaluation of a client's financial situation, covering areas like taxes, investments, insurance, retirement, and estate planning. They also offer consulting services on specific financial topics.
Assets Under Management$97M
Clients218
Advisors2
Avg. per Client$440K
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Morgan Kenwood Advisors manages investment portfolios for a fee that is determined by the services a client chooses. The fees are billed quarterly, in advance. The firm may negotiate fees based on client circumstances.
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