Morse Group Investment Advisors creates and manages investment portfolios tailored to each client’s individual circumstances, investment goals, and risk tolerance. The firm's asset management service includes learning about the client, mapping their wealth, tailoring an asset allocation, structuring accounts, executing the strategy, and managing the portfolio. For clients not ready for asset management, Morse Group offers financial planning and consulting services to evaluate their financial situation.
Assets Under Management$19M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Minimum quarterly fee of $750. Fees may be negotiated or waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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