Morgan Stevens Asset Management offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance, and then constructs a plan to select a suitable portfolio. Morgan Stevens requires authority to make trades without asking first. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$71M
Clients72
Advisors2
Avg. per Client$980K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.20% |
| $200K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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