Moreton Asset Management, LLC

Assets Under Management

$4.1B

Number of Clients

148

Number of Advisors

6

Average Client AUM

$27.8M

AUM per Advisor

$686.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Moreton Asset Management, LLC (MAM) offers discretionary investment advice and management services tailored to individual client needs. They specialize in fixed income asset management for corporate, municipal, and governmental institutions. MAM also has referral agreements with other firms for services they don't offer. The minimum opening account size is $3 million, but this is subject to management discretion.

Fee Structure

Minimum Investment:$3M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M0.25%
$10.0M - $20.0M0.20%
$20.0M - $40.0M0.17%
$40.0M - $100.0M0.15%
$100M+0.15%

Fees are negotiable for amounts over $100 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

40 N 100 E, Farmington, UT, 84025

6 Advisors at this firm