Morton Wealth manages investment portfolios and delivers personalized financial planning for individuals, families, and business owners. Founded in 1981, Morton Wealth specializes in building diversified portfolios that incorporate traditional investments like stocks and bonds alongside alternative investments, such as private credit, real estate funds, and interval funds. The firm operates on a fee-only basis, meaning they are legally required to act in your best interest and do not accept commissions. Services include retirement planning, tax strategy reviews, estate planning reviews, and insurance reviews. For younger clients building their wealth, Morton Wealth offers a specialized service called Modearn, which combines financial advice and investment management for a flat annual fee. Additionally, the firm provides standalone business consulting called Strategist for business owners, covering business valuations, exit planning, and cash flow analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are subject to negotiation. A minimum annual fee of $15,000 applies.