Morton Brown Family Wealth provides investment advisory services specific to each client's needs, including financial planning and consulting services. They recommend allocating investment assets among various individual equity, debt, and fixed income securities, mutual funds, and exchange traded funds. They also offer financial planning and consulting services on a stand-alone basis. The firm may recommend independent managers and provides access to the eMoney Advisor platform.
Fee Structure
Morton Brown Family Wealth charges an annual investment advisory fee based on a percentage of the value of your investments. The fee generally ranges from 0.50% to 1.25% of the assets they manage. The advisory fee is negotiable depending on factors such as the amount of assets, portfolio composition, and the complexity of the engagement.