Morton Financial Advice (MFA) provides financial planning and investment management services. Financial planning covers cash flow, retirement, education, risk management, and estate planning. Investment management is tailored to individual goals and risk tolerance, including investment analysis, asset allocation, and portfolio monitoring. MFA primarily uses passive investment strategies.
Assets Under Management$14M
Clients21
Advisors1
Avg. per Client$690K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Morton Financial Advice offers ongoing investment management services based on your individual goals and risk tolerance. MFA does not charge a percentage of your portfolio. Instead, this service is offered as a fixed fee, as agreed upon by you and MFA. At no point will the fee charged to you exceed 3% of your portfolio.
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