Morris & Wells Wealth Management manages individual stock and bond portfolios for clients, with assets held at a third-party custodian. They tailor recommendations to client needs, focusing on asset allocation between stocks and bonds. Clients can restrict investments in certain securities. The firm's analysis considers the economic outlook and company-specific factors to inform buy or sell decisions.
Assets Under Management$850M
Clients245
AdvisorsN/A
Avg. per Client$3.5M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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