Morse Asset Management (MAM) offers investment management services to individuals and institutions. MAM works with clients to create a Statement of Objectives and Guidelines that outlines their investment goals and restrictions. MAM also provides administrative and portfolio management services to an affiliate, Private Capital Asset Management, Inc. (PCAM). MAM's investment strategy focuses on diversified growth and value through a combination of fixed income and equity securities, tailored to each client's needs and objectives.
Assets Under Management$470M
Clients183
AdvisorsN/A
Avg. per Client$2.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.75% |
Morse Asset Management reserves the right to charge a minimum annual fee for an account. Fee arrangements may be negotiable in 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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